Financial Administrator – Hybrid – Central London – £35,000 – £37,500 plus..

?? Hybrid: 3 Days in Office
?? Full-time | Permanent | Financial Planning Firm

Plus: Bonus + Study Support + Equity Scheme

Are you an experienced financial administrator looking to join a fast-paced, client-focused team in the heart of London? This is an exciting opportunity to join a growing, dynamic wealth management firm that’s made a significant impact through smart growth and acquisition over the last four years.

This team-based, hybrid role is ideal for someone who enjoys variety, thrives under pressure, and is passionate about delivering exceptional client service. You’ll be part of a collaborative environment where financial administrators play a vital role in delivering outstanding outcomes to high-net-worth clients.

�? Key Responsibilities:

Support the advice and planning process by preparing accurate client records, meeting packs, and new business submissions
Handle incoming provider correspondence, process new client documentation, and maintain CRM data integrity
Liaise with paraplanners and advisers to ensure seamless client service
Manage high volumes of paperwork efficiently while maintaining compliance and accuracy
Contribute to ongoing projects, operations, and service enhancements

?? What We’re Looking For:

At least 12 months of experience in a financial administrator or client services role within wealth management or financial planning
A proactive, organised approach with a genuine passion for client outcomes
Solid working knowledge of Microsoft Office (Excel, Word)
Strong communication skills and the ability to work collaboratively in a busy team environment
Desire to study towards the Level 4 Diploma (support is provided)

�? What You’ll Get:

Competitive salary up to £37,500
Annual bonus linked to client satisfaction and performance
Full study support toward Level 4 and beyond
Hybrid working model (3 days in office)
Share and equity scheme for all permanent employees
A progressive, inclusive culture with pathways into paraplanning and long-term career development

If you’re a driven, detail-oriented financial administrator who thrives in a structured yet fast-moving environment—and you’re excited to be part of a business where financial administrators are empowered to grow—then we want to hear from you.

?? Apply now for immediate consideration and join one of the most respected and ambitious teams in London’s financial planning sector.