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Financial services administrator

Lincoln
Westminster Wealth Management
Financial services administrator
Posted: 2h ago
Offer description

Senior Administrator – Westminster Wealth Management LLP


📍 London (Fleet Street) | Hybrid (2 days in office) | £40,000–£45,000


We’re hiring a Senior Administrator to join a small, high-performing team within Westminster Wealth Management. This is a career-defining role supporting advisers who work with high-net-worth and ultra-high-net-worth clients – where professionalism, precision, and organisation make all the difference.


Why join?


* Work in a close-knit team with two advisers, not a large corporate machine.
* Exposure to varied, interesting cases – no two days are the same.
* Trusted to work independently – no micromanagement.
* Flexibility: 4 or 5 days a week, with hybrid working (2 days in Fleet Street).
* Competitive salary.


What you’ll do


* Manage Letters of Authority and new business administration across pensions, investments, and protection.
* Keep client records up to date in Intelligent Office (IO).
* Support compliance approval and prepare documentation for client reviews.
* Liaise with providers and clients, ensuring cases progress smoothly.
* Take ownership of adviser diary management and wider team admin.
* Provide reliable, detail-driven support that enables advisers to focus on clients.


What we’re looking for


* At least 5 years’ experience in financial services administration.
* Exposure to HNW/UHNW clients.
* Exceptional organisation and attention to detail – nothing slips through the cracks.
* Confident communication skills and professional presentation.
* Proficiency in Microsoft Word, Excel, and Outlook.
* Desirable: experience with Intelligent Office, FE Analytics, or Voyant; understanding of trusts and tax-efficient investments.


What you’ll get


* £40–45k base salary.
* 25 days holiday
* pension,
* death in service.
* A trusted, flexible working culture.
* The chance to grow as the team grows, with scope to mentor others in the future.


Apply now to become the cornerstone of a team working at the very top end of financial planning.

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