Your details are being submitted. This may take up to 30 seconds so please be patient. Thank you

Back to top

Financial Services



Type of Position: Wealth Financial Administrator - London
Pay: £30k - £32k

Wealth Financial Administrator - London

We are working with a reputable SJP firm in London looking to take on a Financial Administrator. This is an entry level role ideally suited to a graduate that would like to build a career in the Financial Planning industry with the opportunity to grow in a supportive environment.



·        Deliver a first-class experience to existing clients that are mix of city professionals and entrepreneurs

·        Deliver workflow proactively to maximise the team’s output and results

·        Proactively drive the team forward by promoting efficient collaborative working

·        Assist the team day to day in a structured way of working and make use of technology to enhance productivity

·        Work to engage and develop strong relationships with existing clients and target audience

·        Report regularly to colleagues on the team’s overall engagement

·        Contribute to team strategy and promote a fun working environment

·        Ensure tone, personality, and messaging is consistent and within guidelines while being respectful and fun


Personal Qualities:

·        You are a driven and ambitious individual who’s looking to build their career at a high-performing private client company

·        A resourceful person with excellent attention to detail

·        You are a curious, proactive and collaborative person who has a willingness to start conversations, get stuck in and thrive in a continuous improvement culture

·        Naturally personable, a great communicator, and passionate about doing a great job whilst enjoying day-to-day working life


Experience & Skills:

·        Experience in financial services desired, but not necessary

·        Excellent numeracy and literacy, with an understanding of social media

·        Ability to understand data and make use of it effectively

·        Strong organisational skills with excellent attention to detail and a self-starter

·        Confident communicator, independent thinker with a passion for collaboration the ability to work independently and as part of a team.


What’s in it for you:

·        Opportunity to join a growing, award-winning team of professionals

·        Work with a naturally friendly team of highly motivated ambitious people

·        Be in an environment where you have an impact

·        Competitive remuneration package

·        Support to complete professional qualifications

·        24 days holiday + bank holidays + birthday

·        Pension and incentives


If you are interested in applying for this position, then please forward a copy of your CV to 

Apply for this job

If you are happy for us to contact you in the future with regards to the products or services we provide, please opt in by ticking the box. More information about what we do with the information that you provide in line with the General Data Protection Regulation can be found in our Privacy Policy.