Financial Administrator – London – £45k + Benefits

About the role

Our client, a respected wealth management practice in London, is seeking a proactive Financial Administrator. You will support advisers, manage client workflows and ensure high‑quality administrative service in a fast‑paced environment.

Key responsibilities

• Prepare and submit advice packs, illustrations, applications and suitability letters.
• Prioritise casework to meet agreed service level agreements.
• Maintain accurate, compliant documentation throughout client reviews and new business processing.
• Handle client meeting follow‑up, format notes and update internal systems such as Salesforce.
• Manage incoming and outgoing mail, scan and log documents within required turnaround times.
• Organise and distribute marketing materials for campaigns and client occasions.
• Maintain end‑to‑end ownership of allocated cases and track pipeline business weekly.
• Prepare client files ahead of meetings and set up new clients in internal systems.

Required profile

• Previous experience in a senior administrative role within wealth management or financial services.
• Strong attention to detail and ability to meet deadlines.
• Professional communication skills for client, provider and internal interactions.
• Ability to work independently while supporting a team of advisers.

Required skills

• Salesforce

What we offer

• Competitive salary up to £45,000 per year.
• Benefits package.
• Opportunity to work within a respected wealth management practice.