Financial Administrator – Hybrid Working, Braintree

About the role

We are seeking an experienced Financial Administrator to join a forward‑thinking independent wealth management practice in Braintree. You will support a team of Financial Advisers, ensuring smooth client onboarding and ongoing service while leveraging AI‑driven tools to boost 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.
• Provide administrative support to Financial Advisers.
• Maintain accurate client records using back‑office systems.
• Utilise AI‑driven technology to streamline processes and improve efficiency.

Required profile

• Previous experience within an Independent Financial Advice (IFA) or wealth‑management practice.
• Strong organisational skills with excellent attention to detail.
• Proactive attitude and ability to work independently.
• Confident communicator with a focus on client service.
• Comfortable learning and adopting new technology.

Required skills

• Intelligent Office
• Adviser Office

What we offer

• Hybrid working – alternating 2 and 3 days from home.
• Employer contributes the full 8% pension.
• All parking costs covered.
• 22 days holiday plus additional leave over the Christmas period.
• Performance‑related bonus scheme.
• Supportive, collaborative culture with clear career progression.