Experienced Financial Administrator Wanted for a Leading Wealth Management Firm

7 days ago


London, Greater London, United Kingdom Financial Divisions Full time

About the Role

We are seeking an experienced Financial Administrator to join our team at Financial Divisions, a leading National Chartered Wealth Management firm. As a Financial Administrator, you will provide administrative support to one of our highest billing Advisers, who has a strong reputation for delivering non-jargon orientated advice to clients.

Key Responsibilities

  • Assist with the initial on-boarding of clients and provide administrative support to Paraplanners with complex tasks.
  • Take over responsibility for the annual client review process, once you are up and running and comfortable with internal processes and procedures.

About the Company

Financial Divisions is a well-established company with a strong reputation for looking after its staff and offering clients excellent service. We have worked with this client for nearly 10 years, placing a high number of staff with them at all levels.

What We Offer

  • Full on-the-job training to ensure you have the skills and knowledge needed to succeed in the role.
  • The opportunity to work within a supportive and close-knit team of Financial Administrators and Paraplanners.
  • The chance to be part home-based post-probation, offering a great work-life balance.

Requirements

We are looking for a candidate with 2 years plus solid Financial Administration experience, or those who are career-focused Financial Administrators with 5-6 years plus experience. If you are looking for a role where you can work within a supportive team and provide excellent administrative support, then this could be the ideal opportunity for you.



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