Senior Administrator – Wealth Management

About the role

We are seeking a Senior Administrator to provide comprehensive administrative support to a Director within a leading wealth management firm serving high‑net‑worth clients. The role is central to ensuring smooth operations, case management and compliance across pension, tax, estate and investment services.

Key responsibilities

• Deliver full‑administrative support to the Director, handling complex client enquiries and documentation.
• Manage client cases, coordinate with external providers and oversee submission of business to relevant parties.
• Maintain compliance with regulatory and internal requirements, ensuring all information is accurate and up‑to‑date.
• Act as the primary point of contact for high‑net‑worth clients, facilitating seamless service delivery.

Required profile

• Proven experience in administrative roles within financial services, particularly pensions and investment planning.
• Strong attention to detail and excellent written and verbal communication skills.
• Ability to work with a full range of financial products and understand compliance obligations.
• Progress towards or possession of relevant professional qualifications is advantageous.

Required skills

• In‑depth knowledge of pension and investment planning.
• Familiarity with financial services products and regulatory compliance.

What we offer

• Competitive salary range of £45,000‑£50,000 per annum.
• Opportunity to work within an award‑winning holistic financial planning firm in central London.
• Professional development and support for further qualifications.