Financial Administrator – City of London
Location: London Salary: £30,000 – £40,000 + Benefits
The Opportunity:
Here is a fantastic opportunity to join a supportive, collaborative, and growing wealth management environment as a Financial Administrator. This role has arisen due to continued expansion, giving the successful candidate immediate exposure to Financial Planners, Paraplanners, and senior leadership. You’ll be part of a culture where administrators are genuinely valued, your voice is heard, and your development is actively supported. This is an ideal position for someone looking to build a long‑term career in financial services within a professional City setting.
What You’ll Be Doing:
The firm is seeking an experienced Wealth Management Administrator to join the team and play a key role in supporting advisers and clients.
- Overseeing accurate data entry and maintenance across all business systems.
- Supporting the processing of new and existing life, pension, protection, and investment business.
- Preparing valuations, review packs, and ad‑hoc client reports.
- Taking ownership of MI reporting and assisting with operational projects through to completion.
- Contributing to process improvements and helping refine internal workflows.
- Becoming a confident user of internal systems, identifying data integrity issues and supporting their resolution.
- Delivering consistently high levels of client care to both internal teams and external clients.
- Building strong working relationships with product providers and colleagues across the business.
- Ensuring all work complies with internal procedures and regulatory guidelines.
- Assisting with commission processing, income tracking, and bank reconciliations.
- Handling general administrative duties including scanning, filing, post, and ad‑hoc queries.
- Providing administrative support to senior management when required.
What’s On Offer:
- A collaborative culture where your contribution as an administrator is genuinely recognised.
- Clear career progression pathways within financial services.
- Support for professional qualifications and ongoing development.
- Agile working arrangements with a city office base.
- A strong benefits package including pension, private medical cover, income protection, and holiday buy/sell options.
About You:
- A skilled administrator with a minimum of 2 years’ experience working within Wealth Management- this is essential.
- Strong organisational and time‑management abilities, with excellent attention to detail.
- Proactive, solutions‑focused, and confident in managing your own workload.
- Able to build strong working relationships with colleagues, advisers, and providers.
- Professional, discreet, and committed to delivering high‑quality service.
- A team player who supports colleagues and contributes positively to the wider business.
- IT‑literate with above‑average competency in Word and Excel.
Financial Administrator – City of London
Location: London Salary: £30,000 – £40,000 + Benefits
The Opportunity:
Here is a fantastic opportunity to join a supportive, collaborative, and growing wealth management environment as a Financial Administrator. This role has arisen due to continued expansion, giving the successful candidate immediate exposure to Financial Planners, Paraplanners, and senior leadership. You’ll be part of a culture where administrators are genuinely valued, your voice is heard, and your development is actively supported. This is an ideal position for someone looking to build a long‑term career in financial services within a professional City setting.
What You’ll Be Doing:
The firm is seeking an experienced Wealth Management Administrator to join the team and play a key role in supporting advisers and clients.
- Overseeing accurate data entry and maintenance across all business systems.
- Supporting the processing of new and existing life, pension, protection, and investment business.
- Preparing valuations, review packs, and ad‑hoc client reports.
- Taking ownership of MI reporting and assisting with operational projects through to completion.
- Contributing to process improvements and helping refine internal workflows.
- Becoming a confident user of internal systems, identifying data integrity issues and supporting their resolution.
- Delivering consistently high levels of client care to both internal teams and external clients.
- Building strong working relationships with product providers and colleagues across the business.
- Ensuring all work complies with internal procedures and regulatory guidelines.
- Assisting with commission processing, income tracking, and bank reconciliations.
- Handling general administrative duties including scanning, filing, post, and ad‑hoc queries.
- Providing administrative support to senior management when required.
What’s On Offer:
- A collaborative culture where your contribution as an administrator is genuinely recognised.
- Clear career progression pathways within financial services.
- Support for professional qualifications and ongoing development.
- Agile working arrangements with a city office base.
- A strong benefits package including pension, private medical cover, income protection, and holiday buy/sell options.
About You:
- A skilled administrator with a minimum of 2 years’ experience working within Wealth Management- this is essential.
- Strong organisational and time‑management abilities, with excellent attention to detail.
- Proactive, solutions‑focused, and confident in managing your own workload.
- Able to build strong working relationships with colleagues, advisers, and providers.
- Professional, discreet, and committed to delivering high‑quality service.
- A team player who supports colleagues and contributes positively to the wider business.
- IT‑literate with above‑average competency in Word and Excel.
…