Senior Financial Administrator (Wealth Management)

An excellent opportunity has arisen for a Senior Administration professional to join a well-established London-based Partner Practice of a leading national wealth management firm. This role will involve providing high-level administrative and client support to Wealth Planners, working with high-net-worth clients and ensuring all cases are processed efficiently, accurately, and in full compliance with regulatory requirements. You will play a key role in supporting the end-to-end financial planning process within a busy, professional, and client-focused environment. Key Responsibilities: Client and Adviser Support: Act as a key point of contact for high-net-worth clients Manage diaries and coordinate client meetings Prepare client meeting packs and documentation Record and summarise meeting notes accurately Business Processing: Prepare and submit new business and complex application forms Track case progress from submission through to completion Ensure all business is processed in line with compliance and regulatory standards Onboarding and Compliance: Support full client onboarding process Complete AML (Anti-Money Laundering) and CDD (Client Due Diligence) checks Ensure all documentation meets regulatory requirements Back Office Administration: Maintain accurate and up-to-date client records Use CRM and financial planning systems to manage client information Liaise with providers to obtain updates and resolve queries About You: Previous experience in a financial ..... full job details .....