Senior Financial Administrator (Wealth Management)

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.

You will play a key role in supporting the end-to-end financial planning process within a busy, professional, and client-focused environment.

Key Responsibilities:

Client & Adviser Support:

• Act as a key point of contact for high-net-worth clients
• Manage diaries and coordinate client meetings
• Prepare client meeting packs and documentation
• Record and summarise meeting notes accurately

Business Processing:

• Prepare and submit new business and complex application forms
• Track case progress from submission through to completion
• Ensure all business is processed in line with compliance and regulatory standards

Onboarding & Compliance:

• Support full client onboarding process
• Complete AML (Anti-Money Laundering) and CDD (Client Due Diligence) checks
• Ensure all documentation meets regulatory requirements

Back Office Adm...