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Financial Services



Type of Position: Business Administrator - London
Pay: £25k - £35k

Business Administrator - London

Our client is looking for an experienced Business Administrator to join their Wealth Management firm based in London. This position comes with a generous pay and benefits package and has hybrid working available.



  • To provide administrative support to one or more financial advisers, which includes, but is not limited to, the following. 
  • Training and mentoring new and existing team members on a face-to-face basis to facilitate early adoption of systems and processes 
  • Undertaking ad hoc tasks and project work when required for the Head of Wealth Management Support and the Operations Manager 
  • Arranging client meetings for the adviser via email or telephone 
  • Preparing for adviser client meetings including quote requests, obtaining valuations and appropriate literature 
  • Preparing annual review packs including annual fee tables 
  • Undertaking client anti-money laundering checks in line with compliance procedures 
  • Preparing and submitting applications and supporting documents to product providers both electronically and in paper form. 
  • Inputting new business proposals to the back-office system in line with Company procedures 
  • Undertaking fund switches and rebalances upon the instruction of the client and adviser 
  • Dealing with day-to-day client and provider correspondence by post, email and telephone. 
  • Maintaining accurate records of all verbal and non-verbal communications with the client 
  • Maintaining accurate information on the back-office system 
  • Maintaining client files in line with Compliance procedures including scanning of documents where required 
  • Keeping track of fees and chasing where appropriate 


  • Previous experience in an adviser support role within a SJP firm (at least 3 years) 
  • Previous experience of processing business on wrap platforms 
  • Strong interpersonal skills and the ability to interact directly with clients and colleagues in a professional manner 
  • Ability to work as part of a team as well as on your own initiative 
  • Ability to critically evaluate information, probe and challenge the facts 
  • A flexible and adaptable attitude towards work 
  • Ability to work accurately and in accordance with procedures 
  • Excellent time management, ability to meet deadlines 
  • Experience of using provider platforms and product provider extranet sites 
  • Experience of Microsoft Word, Excel, Outlook 
  • Certificate in Financial Planning or equivalent 

Highly desirable 

  • Previous use of the Salesforce back-office system
  • Progression towards Diploma qualification
  • Excellent communication and business writing skills
  • Professional telephone manner
  • Meticulous attention to detail


If you are interested in this position then please forward your CV to 

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