Financial Administrator- Must Have Wealth Management Experience

Financial Administrator – Strong Salesforce Experience

Location: London

Salary: Up to £45,000 + Bonus + Hybrid/Flexible Working

Due to the nature of the role we are only considering candidates who have a minimum of 12 months in Wealth Management.

An excellent opportunity has arisen for a Financial Administrator to join a highly professional and well‑established financial planning practice. This role is ideal for someone with strong administrative experience, ideally gained within an SJP practice, and deep Salesforce exposure. You will play a key role in ensuring the smooth running of the practice and delivering exceptional client service.

The Opportunity:

As the Financial Administrator, you will take ownership of a wide range of back‑office and client support responsibilities. This includes new business processing, client meeting follow‑ups, review management, pipeline tracking, and maintaining accurate records across all systems. You will also support client communications, manage documentation, and ensure all operational processes run efficiently.

This is a fantastic opportunity for someone who thrives in a structured, professional environment and enjoys being at the centre of practice operations.

What You’ll Be Doing:

• Handling new business processing and preparing documentation.
• Completing client meeting follow‑ups and updating internal systems.
• Maintaining accurate records across Salesforce and other platforms.
• Managing client communications and incoming calls professionally.
• Coordinating marketing materials and client engagement activities.
• Overseeing mail, scanning, logging, and document workflows.
• Supporting advisers with review management and pipeline tracking.
• Preparing client files and assisting with onboarding processes.

What’s on Offer:

• Salary: Up to £45,000 + Bonus.
• Working Environment: Hybrid working, autonomy, and a supportive culture.
• Support Structure: Full administrative and paraplanning support, plus access to advanced systems and technology.
• Career Development: Opportunities to grow within the firm, with a strong focus on work‑life balance and long‑term progression.

Who We’re Looking For:

• Experience within an SJP practice is essential.
• Strong proficiency with Salesforce and other internal systems.
• Excellent organisational skills and attention to detail.
• A client‑focused mindset with strong communication skills.
• Ability to manage multiple tasks in a fast‑paced environment.

Interested?

Please contact Laura:

Phone: 02039601110

Mobile: 07754333988

Email: lauraw@financialdivisions.co.uk