Wealth Management Administrator – Financial Services

About the role

This position supports a leading professional services and chartered financial planning firm in London. The Wealth Management Administrator provides essential back‑office support to financial planners and ensures a high‑quality service for both new and existing clients.

Key responsibilities

• Provide administration and planning support to Financial Planners.
• Undertake client valuations and prepare documentation ahead of client reviews.
• Liaise with insurers and providers to obtain new‑business quotations and update relevant software.
• Maintain accurate client records, perform required checks, and ensure compliance standards are met.

Required profile

• Demonstrable experience in wealth management or financial services administration.
• Good knowledge of pensions, investments, protection products and, ideally, mortgages.
• Strong verbal and written communication skills.
• Ability to manage multiple tasks and priorities effectively.

Required skills

What we offer

• Competitive basic salary with bonus potential.
• Generous annual leave and private medical insurance.
• Enhanced pension scheme.
• Opportunities for professional development within a growing team.