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Financial Services Administrator London

  • Location


  • Sector:

    Wealth Management

  • Job type:


  • Salary:

    £25000 - £30000 per annum, Benefits: 25 Days Holiday, Healthcare, Pension

  • Contact:

    Helen Spriggs

  • Contact email:


  • Contact phone:


  • Job ref:


  • Published:

    about 1 year ago

  • Duration:


  • Expiry date:


  • Startdate:


  • Consultant:


Financial Services Administrator London Salary £25K - £30K Dependent upon experience

Excellent benefits including 25 Days Holiday, Private Health care, Life Assurance, and various Pension options to suit. Study support for Financial Services Examinations

  • Are you looking for a company who can offer you real progression for the future?
  • Are you working incredibly hard as a Financial Services Administrator, but feel overlooked for promotion?
  • Do you feel undervalued and underpaid for your contribution?

Then this could be the perfect opportunity for you moving forward.

BWD are delighted to be working in partnership with a London based, Wealth Management firm, who are truly growing and have exciting plans for the future.
Right now they are looking to recruit a number of Financial Services Administrators to help them achieve their goals, and in turn, help you achieve yours.

As a successful IFA Administrator you will:
  • Provide Administrative support to a number of Financial Advisers.
  • Ensure full assistance with the preparation of client review and valuation packs.
  • Assist with upkeep and monitoring of media, including corporate websites and Linkedin.
  • Assist in campaign and marketing activities and coordinate client data.

In terms of growth, for the future, you would have the opportunity to become a fully fledged Paraplanner, or work within Compliance.
Alternatively you may be looking to take on a more Managerial route?

In order to apply for this great opportunity, our client is looking for the following experience:

  • Current experience within a similar role (IFA Administrator / Financial Services Administrator).
  • Knowledge of what is required to undertake Client review packs, on behalf of the Financial Adviser.
  • 4 GCSE's Grade C or above to include Maths and English and / or NVQ Level 1 - or equivalent

I am sure you will agree that this is an excellent opportunity, offering a very competitive salary in the market of between £25K and £30K, as well as some excellent benefits, and more importantly the opportunity to truly progress.

To find out more please apply, or speak confidentially with Helen Spriggs at apply.a33wmm7nj5@bwd-search.aptrack.co