Financial Divisions
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 Be Doing:
- Handling new business processing and preparing documentation
- Completing client meeting follow-ups and updating internal systems
- Maintaining accurate records across Salesforce and other platforms
- Managing client communications and incoming calls professionally
- Coordinating marketing materials and client engagement activities
- Overseeing mail, scanning, logging, and document workflows
- Supporting advisers with review management and pipeline tracking
- Preparing client files and assisting with onboarding processes
What’s on Offer:
- Salary: Up to £45,000 + Bonus
- Working Environment: Hybrid working, autonomy, and a supportive culture
- Support Structure: Full administrative and paraplanning support, plus access to advanced systems and technology
- Career Development: Opportunities to grow within the firm, with a strong focus on work-life balance and long-term progression
Who We’re Looking For:
- Experience within an SJP practice or similar financial planning environment
- Strong proficiency with Salesforce and other internal systems
- Excellent organisational skills and attention to detail
- A client-focused mindset with strong communication skills
- Ability to manage multiple tasks in a fast-paced environment
Interested?
Please contact Laura at Financial Divisions
To apply for this job please visit www.reed.co.uk.
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