Financial Administrator – Wealth Management (London)

About the role

This is a client‑focused Financial Administrator position within a growing wealth‑management practice in London. You will support advisers, paraplanners and internal teams to ensure a seamless, compliant client experience.

Key responsibilities

• Produce portfolio reports and pre‑meeting documentation for advisers.
• Review and reconcile client cash accounts.
• Submit and implement new business applications as instructed.
• Maintain accurate client records in systems such as Intelliflo and Concert Hub.
• Prioritise workload, manage deadlines and escalations.
• Collaborate across departments to uphold service standards and regulatory compliance.

Required profile

• Previous experience in administration or client servicing, preferably within financial services.
• Strong organisational, time‑management and attention‑to‑detail abilities.
• Excellent written and verbal communication skills.
• Ability to work under pressure in a fast‑paced environment and to manage multiple tasks.

Required skills

• Microsoft Office
• Intelliflo
• Concert Hub

What we offer

• Competitive salary £30,000‑£35,000 per year plus bonus.
• Excellent benefits package.
• Hybrid working model.
• Opportunities for professional development within a collaborative culture.