Financial Administrator – Boutique Wealth Management Practice Location: Hampton, Middlesex (office-based)
Location: Middlesex
Job Ref: RW
Salary: £35,000 – £40,000 per annum (depending on experience)
Work From Home option: Yes
Hours: Full-time, 5 days per week – Flexi Hours/Hybrid
Are you an experienced IFA or Wealth Management Administrator who takes pride in running a smooth, well-organised operation — and loves being at the heart of a small, client-focused team? This is an exciting opportunity to join a highly regarded, independent wealth management practice based in Hampton. You’ll work directly with the firm’s Director, supporting him as his right hand and ensuring clients receive a first-class service at every stage of their financial planning journey. If you enjoy variety, take ownership of your work, and thrive in a close-knit environment where your contribution really matters, this could be the perfect next step.
The Opportunity
You’ll be the operational backbone of the business — managing all aspects of client administration, liaising with providers, and keeping everything running seamlessly behind the scenes. This role suits someone confident, proactive, and personable — an administrator who enjoys improving systems, taking initiative, and ensuring the adviser can focus fully on clients.
Key Responsibilities
• Manage day-to-day client administration and ensure cases progress efficiently and accurately.
• Liaise directly with clients — by phone and email — to handle queries, gather information, and provide updates.
• Prepare and process key documentation, including applications, letters of authority, review packs, and valuations.
• Communicate with investment platforms, product providers, and third parties to obtain information and complete transactions.
• Maintain accurate client records and ensure compliance with FCA requirements.
• Prepare meeting packs and provide pre- and post-meeting support to the Director.
• Suggest and implement process improvements to drive efficiency across the business.
• Provide general operational support, including correspondence, diary management, and invoicing.
About You
You’ll have a solid background in IFA or wealth management administration and a strong understanding of financial planning processes, products, and compliance requirements. You’ll also bring:
• Excellent communication and relationship-building skills.
• A meticulous, organised approach and strong attention to detail.
• Confidence to take initiative and work autonomously.
• Proficiency in Microsoft Office; experience with financial planning software is a plus.
• (Desirable) Progress towards professional qualifications such as CII or CISI.
What’s on Offer
• Salary: £35,000–£40,000 (depending on experience).
• Environment: Supportive, collaborative team with a genuine focus on client care.
• Exposure: Direct involvement with the Director and insight into the full financial planning process.
• Autonomy: Real ownership of administrative systems and processes.
• Development: Long-term career growth within a respected, stable practice.
How to Apply
If you’re an experienced IFA Administrator who enjoys variety, values close client relationships, and wants to make a tangible impact in a growing firm, we’d love to hear from you. Please send your CV and a short note about your experience to ryan@financialdivisions.co.uk. Applications will be reviewed as received — early application is encouraged.