Wealth Management Administrator

Wealth Management Administrator

Location: Central London
Salary: £26,000-£28,000

An established and growing London-based wealth management firm is seeking a proactive Administrator to join its client support team.

This is an excellent opportunity for someone with experience in financial services who is looking to build a long-term career within wealth management. The business offers structured training and development, with clear progression towards advisory roles and professional qualifications.

The organisation has experienced significant growth in recent years and manages substantial assets on behalf of private clients. It provides holistic financial planning services, alongside specialist divisions supporting wider financial needs.

This role is based in central London, with the opportunity for hybrid working.

The Role

The successful candidate will provide high-quality administrative and technical support to Wealth Manager, ensuring excellent service delivery to clients at all times.

This position offers a structured development pathway towards becoming a qualified Wealth Manager, supported by formal training, professional exams and hands-on client exposure.

Key responsibilities include (but are not limited to):

• Updating and maintaining client financial review documentation
• Processing and following up on Letters of Authority
• Monitoring and overseeing incoming funds
• Processing fund switches and issuing associated documentation
• Reviewing and managing business pipelines
• Responding to client queries (both technical and administrative)
• Managing workflows via CRM systems and internal tracking tools
• Liaising with third-party providers and overseeing outsourced processes
• Supporting continuous professional development towards advisory progression

Candidate Profile

This role would suit a confident, organised and motivated individual who thrives in a professional, fast-paced environment. The successful candidate will be detail-oriented, proactive and capable of managing multiple priorities effectively.

Experience and skills:

• Previous experience within Wealth Management or Financial Services
• Willingness to study towards and complete CII qualifications
• Experience using CRM systems
• Strong attention to detail and organisational skills
• Excellent written and verbal communication skills
• High level of IT proficiency, including MS Outlook, Excel, PowerPoint and Word
• Ability to remain calm under pressure and manage competing deadlines
• Professional, proactive and positive approach
• Ability to work independently as well as collaboratively within a team
• Strong time management and multitasking skills