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Financial Services Administrator - Central London - Hybrid - £30K - £36K + Bonus + Study Support

Financial Divisions
Posted 3 days ago, valid for 17 days
Location

London, Greater London EC1R 0WX

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The position is for a Financial Services Administrator / Wealth Management Administrator based in Central London with hybrid working options available.
  • The firm is well-established and values ethical, client-focused service, offering a supportive team environment.
  • Candidates should have proven experience in an Independent Financial Advice (IFA) or Wealth Management firm, with a strong understanding of financial products.
  • The role involves managing a variety of administrative tasks related to pensions, investments, and client documentation.
  • Salary details are not specified, but the position supports career development with study assistance towards the Diploma in Financial Planning.

Financial Services Administrator / Wealth Management Administrator?? Central London | ?? Hybrid Working Available (Part-Time Considered)

Are you an experienced Financial Services Administrator with a background in independent financial advice? Join a well-established and highly respected Wealth Management firm known for its ethical, client-focused approach and supportive working culture.

Why Join Us?

  • Hybrid & Flexible Working - Enjoy the benefits of hybrid working, with flexibility to support your work-life balance. Part-time options are also available.
  • Supportive Team Environment - Be part of a close-knit, professional team that values collaboration, integrity, and exceptional client service.
  • Career Development - Whether your goal is to progress into Paraplanning or Financial Advice, we offer full study support towards the Diploma in Financial Planning.
  • Engaging, Varied Workload - Handle a range of administrative tasks including managing pensions, investments, and protection products, liaising with clients, and preparing documentation for client meetings.

What We’re Looking For

We are seeking a proactive and detail-oriented Financial Administrator with proven experience working within an Independent Financial Advice (IFA) or Wealth Management firm. You’ll have a strong grasp of financial products and the ability to manage client relationships with professionalism and care.

Ready to Take the Next Step?

?? Apply today by sending your CV to Ryan at Financial Divisions.We’d love to arrange a confidential chat at a time that suits you.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.