Financial Divisions
Financial Administrator- Must have Wealth Management Experience
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Financial Administrator- Must have Wealth Management Experience
Financial Administrator – Strong Salesforce Experience
Location: London Salary: Up to £45,000 + Bonus + Hybrid/Flexible Working
(Note: Only considering candidates with a minimum of 12 months in Wealth Management.)
An excellent opportunity has arisen for a Financial Administrator to join a highly professional and well-established financial planning practice. This role is ideal for someone with strong administrative experience, ideally gained within an SJP practice, and deep Salesforce exposure. You will play a key role in ensuring the smooth running of the practice and delivering exceptional client service.
The Opportunity
As the Financial Administrator, you will take ownership of a wide range of back-office and client support responsibilities. This includes:
- New business processing
- Client meeting follow-ups
- Review management
- Pipeline tracking
- Maintaining accurate records across all systems
- Supporting client communications
- Managing documentation
- Ensuring all operational processes run efficiently
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(Ideal for someone who thrives in a structured, professional environment and enjoys being at the centre of practice operations.)
What You’ll Be Doing
- Handling new business processing and preparing documentation.
- Completing client meeting follow-ups and updating internal systems.
- Maintaining accurate records across Salesforce and other platforms.
- Managing client communications and incoming calls professionally.
- Coordinating marketing materials and client engagement activities.
- Overseeing mail, scanning, logging, and document workflows.
- Supporting advisers with review management and pipeline tracking.
- Preparing client files and assisting with onboarding processes.
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What’s on Offer
- Salary: Up to £45,000 + Bonus
- Working Environment: Hybrid working, autonomy, and a supportive culture
- Support Structure: Full administrative and paraplanning support, plus access to advanced systems and technology
- Career Development: Opportunities to grow within the firm, with a strong focus on work-life balance and long-term progression
Who We’re Looking For
- Experience within an SJP practice is essential.
- Strong proficiency with Salesforce and other internal systems.
- Excellent organisational skills and attention to detail.
- A client-focused mindset with strong communication skills.
- Ability to manage multiple tasks in a fast-paced environment.
Interested?
Please contact Laura:
- Phone: 02039601110
- Mobile: 07754333988
- Email: lauraw@financialdivisions.co.uk
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