Financial Administrator - City of London
Location: City of London
Job Ref: LW
Salary: £30,000 – £35,000 + Bonus + Benefits
Work From Home option: Yes
Are you an organised and detail‑driven Financial Administrator looking to build your career within a high‑quality wealth management environment?
This boutique City‑based firm, working with HNW professionals and long‑standing private clients, is seeking a polished and proactive Administrator to support their advisers and paraplanners across all aspects of client servicing and operational administration.
This is a firm known for its relationship‑led approach, high standards, and supportive culture. You will be working closely with experienced advisers, gaining exposure to high‑quality financial planning work and developing your technical knowledge over time.
The Role
- Provide administrative support across the full client lifecycle
- Prepare documentation, valuations, and review packs
- Liaise with providers to obtain policy information and process new business
- Maintain accurate client records and ensure compliance requirements are met
- Support advisers and paraplanners with day‑to‑day client servicing
- Assist with onboarding new clients and managing ongoing client reviews
About You
- 1–3+ years’ experience in financial planning or wealth management administration
- Strong organisational skills and excellent attention to detail
- Confident communicator with a professional, client‑focused manner
- Comfortable working in a fast‑paced, high‑standards environment
- Keen to develop your technical knowledge and progress over time
What’s On Offer
- £30,000 – £35,000 base salary + bonus
- Excellent benefits package
- Supportive, collaborative team environment
- Exposure to high‑quality HNW client work
- Clear development pathway into senior administration or paraplanning
If this opportunity is of interest, please send your CV to Laura at Financial Divisions: lauraw@financialdivisions.co.uk