Overview
Financial Planning Administrator at Recruit Wealth representing one of the UK’s fastest growing financial planning businesses. They are recruiting for several experienced Administrators to join their regional Marlow offices, one of 50+ nationwide.
The business is a modern, ethical and rewarding employer. They deal with individuals, relating to their pensions and investments and aiming to ensure financial security with expert financial advice.
Responsibilities
* 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
25 days holiday plus bank holidays, option to purchase a further 5 days holiday, 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, Flex/Hybrid working.
The business offers genuine career opportunities for all their staff with excellent management who are always approachable and on call for further support.
This role will suit an individual who has some existing Financial Planning background and is looking to take the next step up in their career.
Recruit Wealth has supported this business for many years; we hold them in high regard for their staff retention and reputation across the UK.
Please apply to us here at Recruit Wealth for an immediate response.
Location: Marlow, Buckinghamshire | Salary: £28000 - £35000 per year | Job type: Permanent | Posted: 09/12/2025
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