Financial Administrator - London - £45,000 + benefits

Our 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