Finance Administrator
Location: Wimborne (Office-based)
Contract: Permanent
Salary: up to £30,000
Industry: Financial Services / Wealth Management Administration
Are you an organised, detail-driven administrator with experience in financial services?

A leading wealth management practice is seeking a Finance Administrator to join their growing support team. This role is perfect for someone who thrives in a busy environment, enjoys delivering exceptional client service, and wants to be part of a collaborative, professional team.
About the Role
As a Finance Administrator, you will play a key part in supporting advisers and ensuring an outstanding client experience. Your role will combine administrative excellence, process management, and proactive communication.
You will be responsible for:
Client Meeting Support
*Booking Annual Reviews and ad-hoc client meetings
*Preparing meeting packs and supporting documents
*Completing AML and ID checks
*Following the full advice cycle and annual review processes
Business Processing
*Processing new business and replacement cases
*Ensuring smooth communication between advisers and paraplanners
*Creating opportunities in CRM systems and preparing associated paperwork
*Managing top-up suitability letters and accurate handovers
Day-to-Day Client Administration
*Responding to client and adviser requests promptly
*Actioning fund switches, encashments and drawdown reviews within agreed timescales
*Managing bereavement cases where required
*Liaising with internal teams to ensure smooth workflow
Compliance & Quality
*Supporting the practice in maintaining high quality and compliance standards
*Using internal systems accurately and consistently
*Ensuring work is delivered within agreed SLAs
Some occasional travel may be required for team meetings or training.
About You
We’re looking for someone who brings:
Experience
*Previous experience in financial services administration (preferred but not essential)
Skills & Attributes
*Exceptional organisational skills and a strong client focus
*High attention to detail and accuracy
*Ability to communicate clearly and explain complex information simply
*Strong IT and numeracy skills
*Professionalism, discretion and a high level of confidentiality
*Ability to prioritise and work independently, while being a positive team player
*Commitment to ongoing development and learning
*A calm, courteous approach when dealing with clients
Why Apply?
*Join a supportive, well-structured financial services practice
*Work closely with experienced advisers and paraplanners
*Build valuable industry expertise
*Be part of a team that values quality, professionalism, and client care
How to Apply
If you’re ready to take the next step in your financial services career, click Apply Now or contact Charlotte at Reed for a confidential conversation.