Posted 2 weeks ago
Financial Administrator – Boutique Wealth Management Practice, Hampton, Middlesex (office-based)
Financial Divisions Careers
📍 Hampton, GB
Job description
Financial Administrator – Boutique Wealth Management Practice
Location: Hampton, Middlesex (office-based)
Salary: £35,000 – £40,000 per annum (depending on experience)
Hours: Full-time, 5 days per week - Flexi Hours/Hybrid
Are you an experienced IFA or Wealth Management Administrator who takes pride in running a smooth, well-organised operation — and loves being at the heart of a small, client-focused team? This is an exciting opportunity to join a highly regarded, independent wealth management practice based in Hampton. You’ll work directly with the firm’s Director, supporting him as his right hand and ensuring clients receive a first-class service at every stage of their financial planning journey. If you enjoy variety, take ownership of your work, and thrive in a close-knit environment where your contribution really matters, this could be the perfect next step.
The Opportunity
You’ll be the operational backbone of the business — managing all aspects of client administration, liaising with providers, and keeping everything running seamlessly behind the scenes. This role suits someone confident, proactive, and personable — an administrator who enjoys improving systems, taking initiative, and ensuring the adviser can focus fully on clients.
Key Responsibilities