Financial Administrator - London

Location: London

Job Ref: LW

Salary: £45,000 + benefits

Work From Home option: Yes

Our client is a highly respected wealth management practice seeking a proactive, organised, and detail‑driven Financial Administrator to support daily operations and ensure exceptional client service. This role is ideal for someone who thrives in a fast‑paced environment, enjoys working closely with advisers, and takes pride in delivering high‑quality administrative and client support.

If you’re experienced, client‑focused, and looking for a role where your contribution genuinely matters, this could be the perfect next step.

The Opportunity

As a Financial Administrator, you will play a key role in ensuring the smooth running of the practice. You’ll support advisers, manage client workflows, and maintain high standards of accuracy and professionalism across all administrative processes.

This is a hands‑on role with real responsibility, you’ll be involved in client communication, case management, new business processing, and meeting preparation, helping to deliver a seamless client experience.

The Role

New Business Processing

• Prepare and submit advice packs including illustrations, applications, and suitability letters
• Prioritise casework to meet agreed SLAs
• Ensure all documentation is accurate, compliant, and complete

Client Meeting Follow‑Up

• Format and process meeting notes
• Update internal systems including Salesforce and other platforms
• Complete all post‑meeting actions promptly and accurately

Client Review Management

• Support advisers with the coordination of client review cycles
• Monitor review tasks and ensure timely delivery
• Maintain accurate records throughout the review process

Client Communication & Call Handling

• Handle incoming calls professionally and client‑centrically
• Log, resolve, or escalate queries in line with service standards
• Maintain clear, accurate communication records

Mail & Document Processing

• Manage incoming and outgoing mail
• Scan, prioritise, and log documents within required turnaround times

Marketing & Client Engagement

• Organise and distribute marketing materials for campaigns and client occasions
• Ensure communications are accurate, compliant, and brand‑aligned

Case & Pipeline Management

• Maintain end‑to‑end ownership of allocated cases
• Follow up on provider requests such as LOAs
• Track pipeline business weekly and chase outstanding items

Meeting Preparation & Onboarding

• Prepare client files ahead of meetings
• Set up new clients across internal systems and ensure data accuracy

Professional Communication

• Draft clear, professional written communications to clients, providers, and internal teams

What They’re Looking For

• Previous experience in a senior administrative or client support role within financial services
• Strong organisational skills and exceptional attention to detail
• Ability to manage multiple tasks in a deadline‑driven environment
• Strong verbal and written communication skills
• Proficiency in Microsoft Office and familiarity with Salesforce
• Client‑focused mindset with a commitment to high‑quality service
• Confident telephone manner and ability to build rapport
• Ability to work independently and collaboratively

Why This Role?

This is a fantastic opportunity to join a stable, well‑regarded wealth management practice where your work directly contributes to outstanding client outcomes. You’ll be part of a supportive, professional team with opportunities to grow, develop, and take on more responsibility over time.

Please contact – lauraw@financialdivisions.co.uk