Financial Administrator – Salesforce Experience (Hybrid, London)

About the role

We are seeking a Financial Administrator with strong Salesforce expertise to join a well‑established financial planning practice in London. The role supports the day‑to‑day operations of the practice, ensuring smooth back‑office processes and high‑quality client service. It is a hybrid position offering autonomy within a supportive environment.

Key responsibilities

• Process new business applications and prepare related documentation.
• Follow up client meetings, update internal systems and maintain accurate records in Salesforce and other platforms.
• Manage client communications, handle incoming calls and coordinate marketing materials.
• Oversee mail handling, scanning, logging and document workflow.
• Support advisers with review management, pipeline tracking and client onboarding.
• Prepare client files and assist with documentation for ongoing engagements.

Required profile

• Minimum 12 months experience in wealth management, preferably within an SJP practice.
• Proven experience in a financial administration or back‑office role.
• Strong organisational ability and attention to detail.
• Client‑focused mindset with excellent communication skills.
• Ability to manage multiple tasks in a fast‑paced environment.

Required skills

• Salesforce (proficient use for record keeping and workflow management).

What we offer

• Salary up to £45,000 per annum plus bonus.
• Hybrid working model with flexibility.
• Full administrative and paraplanning support, access to advanced systems.
• Opportunities for career progression and professional development.
• Supportive culture emphasizing work‑life balance.