Senior Financial Administrator

Senior Financial Administrator

An excellent opportunity has arisen for a Senior Administration professional to join a well-established London-based Partner Practice of a leading national wealth management firm.

This role will involve providing high-level administrative and client support to Wealth Planners, working with high-net-worth clients and ensuring all cases are processed efficiently, accurately, and in full compliance with regulatory requirements.

Key Responsibilities

• Act as a key point of contact for high-net-worth clients.
• Manage diaries and coordinate client meetings.
• Prepare client meeting packs and documentation.
• Prepare and submit new business and complex application forms.
• Track case progress from submission through to completion.
• Support the full client onboarding process, including AML and CDD checks.
• Maintain accurate and up-to-date client records using CRM and financial planning systems.
• Liaise with providers to obtain updates and resolve queries.

About You

• Previous experience in a financial planning, wealth management, or IFA administration role
• Strong understanding of financial services products including pensions, investments, protection, tax, and estate planning
• Experience using industry systems such as Xplan or Intelliflo (desirable)
• Excellent attention to detail and organisational skills
• Strong communication skills with a professional and client-focused approach

Please apply with your CV today to josie@artemisrecruitment.co.uk