Job Description
Financial Planning Administrator
High Wycombe | Hybrid Working Available
Salary up to £40,000 (DOE) | Full-Time
We are currently working with a well-established and highly regarded financial planning firm based in High Wycombe, who are looking to recruit a Financial Planning Administrator to join their growing team.
This is an excellent opportunity for an experienced financial services administrator to join a supportive, professional business, working closely with advisers and paraplanners across the full client journey.
Key Details:
* Location: High Wycombe (hybrid working available)
* Salary: Up to £40,000 for the right candidate
* Working pattern: Full-time, with flexibility for hybrid working
The Role Will Include:
* Providing administrative support to Financial Planners
* Preparing and processing new business and servicing documentation
* Liaising with providers and clients
* Maintaining accurate client records and managing workflows
About You:
This role would suit someone with previous experience in financial services administration who is looking to progress their career within a high-quality, well-regarded advice firm. Strong attention to detail, good organisation skills, and confidence working in a busy environment are essential.