Wealth Management Administrator – Modern Advisory Firm (Central London)
Salary: £38,000 – £42,000
This modern, forward-thinking advisory firm is looking for a Wealth Management Administrator to join their expanding London team.
The business has invested heavily in systems, processes, and people, making this a great environment for an administrator who enjoys efficiency and structure.
Key elements of the role:
- Admin support across pensions, investments, and ISAs
- Use of modern platforms and CRM systems
- Preparing client documentation and valuations
- Working closely with advisers and paraplanners
Suitable candidates will have:
- Prior experience in a financial planning or wealth management firm
- Strong administrative and organisational skills
- A proactive, professional attitude
Competitive salary, smart offices, and clear progression opportunities.
Sector:
- Financial Services
- Financial Planning
