Financial Administrator – Strong Salesforce Experience - London/Hybrid - Up to £45,000 + Bonus

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 at Financial Divisions