29th February 2024
Job Type


We are currently recruiting for a Financial Planning practice based in Mayfair that are looking for a Wealth Management Administrator to join their team. They are ideally looking for someone with some experience working within Financial Services . They also require the candidate to have completed RO1 or the willingness to complete within an agreed timescale.


Purpose: To provide administration support to the Directors, Financial Planners and Client Relationship Managers.

Main Duties

• Process new and existing business as instructed by the relevant Director, Financial Planner or Client Relationship Manager (CRM).
• Keep the relevant individuals and/or clients updated, as and when required.
• Ensure the back-office systems and client records are maintained and accurate at all times.
• Adhere to the company handbook at all times.
• Adhere to compliance requirements and procedures as guided by Risk Management and the Financial Conduct Authority regulator (FCA).



  • Ability to work using your own initiative.
  • Problem-solving and decision-making abilities.
  • Excellent verbal and written communication skills.
  • Analytical skills and a good eye for detail.
  • Confident in liaising with colleagues and external providers.
  • Planning and organisation skills.
  • Proficient in MS Office systems.


  • Experience of working with Adviser Office.
  • Experience of working with Curo or XPLAN



  • Experience of working in a busy and dynamic office environment.
  • Experiencing of managing a busy and varied workload.
  • Experience in working to deadlines with changing priorities.


  • Experience of working in an client administration role.
  • Experience of working in Financial Services.

Qualifications & Training


  • Willingness to complete relevant training and obtain qualifications for the current role and future development.
  • Achieve and maintain a level of competence as required by the business.
  • Regular review of own training needs.


  • CII R01 Financial Services -Regulation and Ethics
Optional Cover Letter
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