Financial Administrator – Up to £45,000 + Bonus – Hybrid

About the role

This is a full‑time Financial Administrator position within a well‑established financial planning practice in London. The role supports the smooth operation of the practice, handling back‑office tasks and client interactions while working in a hybrid, flexible environment.

Key responsibilities

• Process new business applications and prepare related documentation.
• Conduct client meeting follow‑ups and update internal systems.
• Maintain accurate records across Salesforce and other platforms.
• Manage client communications, incoming calls and documentation workflows.
• Coordinate marketing materials and client engagement activities.
• Oversee mail handling, scanning, logging and document management.
• Support advisers with review management and pipeline tracking.
• Prepare client files and assist with onboarding processes.

Required profile

• Experience working in an SJP practice or a similar financial planning environment.
• Strong organisational abilities and attention to detail.
• Client‑focused mindset with excellent communication skills.
• Ability to manage multiple tasks in a fast‑paced setting.

Required skills

• Proficiency with Salesforce.

What we offer

• Salary up to £45,000 plus bonus.
• Hybrid working model with autonomy.
• Supportive culture with full administrative and paraplanning assistance.
• Opportunities for career development and long‑term progression.