Full job descriptionOur client is a highly respected wealth management practice seeking a proactive, organised, and detail-driven Financial Administrator to support daily operations and ensure exceptional client service. This role is ideal for someone who thrives in a fast-paced environment, enjoys working closely with advisers, and takes pride in delivering high-quality administrative and client support.
If you’re experienced, client-focused, and looking for a role where your contribution genuinely matters, this could be the perfect next step.


The Opportunity
As a Financial Administrator, you will play a key role in ensuring the smooth running of the practice. You’ll support advisers, manage client workflows, and maintain high standards of accuracy and professionalism across all administrative processes.
This is a hands-on role with real responsibility, you’ll be involved in client communication, case management, new business processing, and meeting preparation, helping to deliver a seamless client experience.


The Role
New Business Processing
*Prepare and submit advice packs including illustrations, applications, and suitability letters
*Prioritise casework to meet agreed SLAs
*Ensure all documentation is accurate, compliant, and complete
Client Meeting Follow-Up
*Format and process meeting notes
*Update internal systems including Salesforce and other platforms
*Complete all post-meeting actions promptly and accurately
Client Review Management
*Support advisers with the coordination of client review cycles
*Monitor review tasks and ensure timely delivery
*Maintain accurate records throughout the review process
Client Communication & Call Handling
*Handle incoming calls professionally and client-centrically
*Log, resolve, or escalate queries in line with service standards
*Maintain clear, accurate communication records
Mail & Document Processing
*Manage incoming and outgoing mail
*Scan, prioritise, and log documents within required turnaround times
Marketing & Client Engagement
*Organise and distribute marketing materials for campaigns and client occasions
*Ensure communications are accurate, compliant, and brand-aligned
Case & Pipeline Management
*Maintain end-to-end ownership of allocated cases
*Follow up on provider requests such as LOAs
*Track pipeline business weekly and chase outstanding items
Meeting Preparation & Onboarding
*Prepare client files ahead of meetings
*Set up new clients across internal systems and ensure data accuracy
Professional Communication
*Draft clear, professional written communications to clients, providers, and internal teams
What They’re Looking For
*Previous experience in a senior administrative or client support role within financial services
*Strong organisational skills and exceptional attention to detail
*Ability to manage multiple tasks in a deadline-driven environment
*Strong verbal and written communication skills
*Proficiency in Microsoft Office and familiarity with Salesforce
*Client-focused mindset with a commitment to high-quality service
*Confident telephone manner and ability to build rapport
*Ability to work independently and collaboratively


Why This Role?
This is a fantastic opportunity to join a stable, well-regarded wealth management practice where your work directly contributes to outstanding client outcomes. You’ll be part of a supportive, professional team with opportunities to grow, develop, and take on more responsibility over time.


Please contact Laura at Financial Divisions