Financial Divisions
London, UK
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...