Financial Administrator – Hybrid, Brentwood

About the role

We are seeking an experienced Financial Administrator to join a growing independent wealth‑management practice in Brentwood. The role combines office‑based support with flexible hybrid working, allowing you to balance client interaction and back‑office efficiency.

Key responsibilities

• Process new business applications and service existing client accounts.
• Prepare documentation for client meetings and liaise with providers and third parties.
• Manage client correspondence via telephone, email and post.
• Support Financial Advisers with day‑to‑day administrative tasks.
• Maintain accurate client records using back‑office systems.
• Utilise AI‑driven tools to improve workflow and streamline processes.

Required profile

• Previous experience in an Independent Financial Advice (IFA) or wealth‑management environment.
• Strong organisational abilities and meticulous attention to detail.
• Proactive attitude with the ability to work independently.
• Excellent communication skills and a client‑focused mindset.
• Comfortable adopting new technology.

Required skills

• Intelligent Office
• Adviser Office (or similar back‑office platforms)

What we offer

• Hybrid working schedule (alternating weeks of 2‑day and 3‑day office presence).
• Employer‑paid 8% pension contribution.
• Covered parking costs.
• 22 days holiday plus additional Christmas leave.
• Performance‑related bonus scheme.
• Supportive, collaborative culture with clear career progression opportunities.