Financial Administrator; Wealth Management DOE

Financial Administrator (Wealth Management)

Location:

Near High Wycombe (Hybrid working available after probation)

Salary: £32,000 - £35,000 DOE

Our client, a highly regarded Independent Financial Advisory firm near High Wycombe, is looking to recruit an experienced Financial Administrator to join their growing and supportive team. This is an excellent opportunity for someone with previous IFA or wealth management administration experience who is looking to develop their career within a professional and client-focused environment.

The firm offers strong long-term progression opportunities, including support towards paraplanning and professional qualifications.

Key Responsibilities:

• Processing new business applications across pensions, investments, ISAs and protection.
• Handling fund switches, withdrawals, policy servicing and provider correspondence.
• Maintaining accurate client records and updating back-office systems.
• Preparing valuations, review packs and documentation for advisers.
• Liaising with providers including Aviva, Quilter, Fidelity, Prudential and Aegon.
• Supporting advisers with compliance and administrative duties.
• Delivering excellent ongoing service to clients and responding to queries efficiently.

Requirements:

• Minimum 1-2 years' experience within an IFA, wealth management or financial planning environment.
• Confident using provider platforms and CRM/back-office systems.
• Strong organisational skills and high attention to detail.
• Professional communication skills with both clients and providers.
• Knowledge of Intelligent Office, XPLAN, FE Analytics or Defaqto advantageous but not essential.

Benefits:

• £30,000 - £35,000 depending on experience
• Hybrid working available after probation
• Employer pension contribution
• Life cover
• Full exam support towards CII qualifications
• Supportive team environment with clear progression opportunities
• Ongoing training and development

This is an ideal opportunity for a motivated Financial Administrator seeking stability, career progression and the chance to work within a respected wealth management firm.

For further information please email Sam at Financial Divisions.