Job Title:
Financial Services Administrator
Location:
Hybrid - 3 days per week in East Dulwich, London / 2 days from home
About Our Client:
Wealth Spring is a boutique, one-adviser financial planning business established in 2023. The firm currently supports 42 client families on an ongoing basis, with consistent growth year on year.
This is an exciting opportunity to become the first hire within the business, working alongside the Director, playing a central role in supporting clients and shaping how the business operates as it grows. Wealth Spring offers a collaborative, forward-thinking environment with genuine opportunity for career progression as the business expands.
Package Details:
The successful candidate will receive a basic salary between £28,000 - £31,000 depending on experience & qualifications.
Other benefits include:
* Employer pension contribution of 5%
* 22 days holiday + 8 bank holidays (pro rata – 5.5 hour working day)
* Hybrid working arrangement (3 days office / 2 days home)
* Permanent, part-time position (27.5 hours per week – ideally across 5 days, can be condensed into 4 days for the right applicant)
* Training and development support, including system learning (costs covered by Wealth Spring)
Purpose of the role:
The purpose of this role is to provide high-quality administrative support throughout the full client advice journey. You will support both the Financial Adviser and clients, ensuring smooth processing, clear communication, and an excellent overall client experience. You will be the operational backbone of the business.
Duties and Responsibilities:
* Provide exceptional administration support in the delivery of Wealth Spring’s business strategy.
* Build strong, trusted relationships with clients, ensuring consistent and effective communication so that clients feel confident their instructions are understood and delivered.
* Liaise with pension, investment and protection providers via email, portals and telephone.
* Maintain and update client records using Intelligent Office and other internal systems.
* Manage client queries, valuations, policy information, transfers and invoicing.
* Preparing meeting documentation and supporting the adviser with pre and post meeting administration (attendance at meetings may occasionally be required within core hours).
* Managing work in progress and supporting efficient task management
* Support with occasional paper-based records and post where required.
* Taking ownership of your ongoing professional development
* Suggest process improvements and service enhancements where appropriate.
From provider conversations to valuations and transfers - you’ll make sure everything is handled properly, calmly and accurately.
The Ideal Employee:
* Strong working knowledge of core financial products including pensions, ISAs, General Investment Accounts, Bonds and protection.
* Aware of all relevant FCA regulations and guidelines including MiFID II, GDPR and PRIIPS.
* Confident using Intelligent Office and comfortable learning new systems independently.
* Excellent organisation, communication and numeracy skills, both written and verbal.
Experience required:
* 2+ years’ experience within a UK financial advice firm in an administration capacity.