HGH Wealth Management Ltd - Independent Financial Advisers
Financial Services Administrator
Get notified of more jobs like this · No spam, ever
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Role Overview
Working closely with Financial Advisers and Paraplanners, you will play a key role in supporting the client journey, ensuring efficient administration and maintaining the highest standards of regulatory compliance.
What You Will Be Doing
- Processing new business applications across pensions, investments and protection products
- Managing Letters of Authority (LOAs) and obtaining information from providers
- Preparing client review packs and supporting ongoing servicing requirements
- Liaising with clients, providers, advisers and paraplanners to progress cases efficiently
- Maintaining accurate client records and updating back-office systems
- Conducting Know Your Customer (KYC) checks and ensuring client records remain up to date
- Supporting Anti-Money Laundering (AML) processes, including client verification and due diligence checks
- Assisting with fund switches, withdrawals, transfers and other client servicing activities
- Monitoring outstanding requirements and ensuring cases progress within agreed timescales
- Ensuring all administration is completed in line with FCA regulations and company compliance procedures
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.
What We Are Looking For
- Previous experience within a Financial Planning, Wealth Management or IFA environment.
- Strong understanding of financial services administration processes.
- Experience completing KYC and AML checks.
- Excellent organisational skills with strong attention to detail.
- Professional communication skills and a client-focused approach.
- Ability to manage multiple priorities in a fast-paced environment.
- Experience using financial planning back-office systems such as Intelligent Office, Xplan or similar would be advantageous.
- Knowledge of pensions, investments and protection products is desirable.
Get help with your application
Your very own career expert that helps elevate your application to the next level.
What We Offer
- Competitive salary
- Study support
- Flexible working
- Healthcare support
- Cycle to work scheme
- Supportive culture
- Career progression
- Pension scheme
- Recognition and development
If you'd like to apply to this job, please email your CV and Cover Letter to enquiries@hghwealth.co.uk
“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
Location