Financial Administrator - London - Up to £45,000 + Bonus + Hybrid/Flexible Working

An excellent opportunity has arisen for a Financial Administrator to join a highly professional and well-established financial planning practice. This role is ideal for someone with strong administrative experience, ideally gained within an SJP practice, and deep Salesforce exposure. You will play a key role in ensuring the smooth running of the practice and delivering exceptional client service.

The Opportunity:

As the Financial Administrator, you will take ownership of a wide range of back-office and client support responsibilities. This includes new business processing, client meeting follow-ups, review management, pipeline tracking, and maintaining accurate records across all systems. You will also support client communications, manage documentation, and ensure all operational processes run efficiently.

This is a fantastic opportunity for someone who thrives in a structured, professional environment and enjoys being at the centre of practice operations.

What You'll Be Doing:

• Handling new business processing and preparing documentation
• Completing client meeting follow-ups and updating internal systems
• Maintaining accurate records across Salesforce and other platforms
• Managing client communications and incoming calls professionally
• Coordinating marketing materials and client engagement activities
• Overseeing mail, scanning, logging, and document workflows
• Supporting advisers with review management and pipeline tracking
• Preparing client files and assisting with onboarding processes

What's on Offer:

• Salary: Up to £45,000 + Bonus
• Working Environment: Hybrid working, autonomy, and a supportive culture
• Support Structure: Full administrative and paraplanning support, plus access to advanced systems and technology
• Career Development: Opportunities to grow within the firm, with a strong focus on work-life balance and long-term progression

Who We're Looking For:

• Experience within an SJP practice or similar financial planning environment
• Strong proficiency with Salesforce and other internal systems
• Excellent organisational skills and attention to detail
• A client-focused mindset with strong communication skills
• Ability to manage multiple tasks in a fast-paced environment

Interested?

Please contact Laura at Financial Divisions