Add Wealth Management Limited
Financial Services Administrator
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
About Add Wealth Management Limited
Add Wealth Management Limited is a well-established firm of Independent Financial Advisers based in Bromley, Kent. Operating from Suite 3, Carlton Chambers, 5-6 Station Road, Shortlands, BR2 0EY, we provide impartial financial advice and planning services to a diverse range of clients.
Our team is dedicated to helping clients achieve their financial goals through tailored advice, exceptional service, and ongoing support. We pride ourselves on building long-term relationships and delivering high standards of professionalism in everything we do.
The Role
We are seeking a motivated and detail-oriented Financial Services Administrator to join our team on a full-time, office-based basis in Bromley.
The successful candidate will provide essential administrative support to our advisers, assisting with the smooth management of mortgage and protection applications from initial enquiry through to completion. This role requires excellent organisational skills, attention to detail, strong communication abilities, and the confidence to use your own initiative when managing tasks and priorities.
Key Responsibilities
- Answer incoming telephone calls and take accurate messages.
- Manage mortgage and protection applications from enquiry through to completion.
- Monitor and track cases across multiple lenders and providers.
- Communicate regularly with clients, solicitors, lenders, and providers.
- Deliver exceptional customer service throughout the client journey.
- Draft, compose, and send professional letters and emails.
- Update and maintain client records on the back-office system.
- Assist with photocopying, document preparation, and collation of materials.
- Organise and distribute incoming and outgoing post.
- Ensure compliance with company policies, procedures, and regulatory requirements.
- Identify opportunities to improve office processes and administrative efficiency.
- Contribute ideas and initiatives that support business objectives and enhance the company's reputation.
- Support advisers and colleagues with additional administrative duties as required.
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
Skills and Experience
Essential
- Excellent verbal and written communication skills.
- Strong attention to detail and organisational abilities.
- Ability to manage multiple tasks and prioritise workload effectively.
- Professional and confident telephone manner.
- Strong customer service skills.
- Ability to work independently and use initiative.
- Good working knowledge of Microsoft Office applications, including Word, Excel, and Outlook.
- High level of accuracy when updating systems and processing documentation.
Get help with your application
Your very own career expert that helps elevate your application to the next level.
Desirable
- Previous experience within financial services, mortgage administration, or wealth management.
- GCSE grades 6/B or above for English & Maths.
- Business or Finance A Level.
- Knowledge of mortgage and protection products.
- Familiarity with financial services back-office systems.
- Understanding of FCA-regulated environments.
What We're Looking For
We are looking for a proactive and reliable individual who enjoys working in a fast-paced environment and takes pride in delivering outstanding support to both clients and advisers. The successful candidate will be a team player with a positive attitude and a commitment to maintaining high professional standards.
Location: Bromley, Kent (Office-Based)
Position Type: Full-Time
Company: Add Wealth Management Limited
Why Join Us?
- Friendly and supportive team environment.
- Opportunity to develop a career within financial services. (Possible enrolment into a financial services administrator apprentice upon successful completion of probation.
- Varied and engaging workload.
- Exposure to mortgage, protection, and wealth management processes.
- Ongoing learning and professional development opportunities.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills
Location