Recruit Wealth are representing one of the UK’s fastest growing and largest national financial planning businesses who are currently recruiting several experienced administrators to join one of their regional offices nationwide.
Progression is available to trainee paraplanner, paraplanner and adviser, but this is not a prerequisite. The business is very happy to have long‑term administrators.
Overview of the Role
* Client correspondence, written and verbal.
* Processing new business.
* Preparation of client review packs.
* Arranging client meetings and managing the adviser’s diary.
* Illustration requests.
* Ensure that all financial planning client administration is carried out in accordance with internal procedures.
* Maintain client records on the company software and ensure the client files are well presented, accurate and compliant.
* Taking phone calls, enquiries and requests, and handling them where appropriate.
* General back‑office support using IO software.
Benefits of Joining the Business
* 25 days holiday plus bank holidays.
* Day off for your birthday.
* Annual salary review.
* Staff awards.
* Study support for professional industry exams.
* Adviser Academy – in‑house training.
* Progression to trainee paraplanner, paraplanner and adviser if desired.
* Holiday purchase scheme.
* Life assurance.
* Pension.
* Corporate eyecare cover.
This role will suit an individual who has some existing financial planning background but is looking to take the next step up in their career.
Location: Thames Ditton, Surrey | Salary: £30,000 – £35,000 per year | Job type: Permanent | Posted: 23/02/2026
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