Financial Planning Administrator (Part Time) Full Time NEW

Role: Financial Planning Administrator (Part Time)

Location: Milton Keynes

Salary: £30,000 – £35,000

Hours: 2 days per week

The Opportunity

A bespoke, client-centric independent financial planning firm based in Milton Keynes is looking to add a new Financial Services Administrator to its growing team. The firm advises a broad and diverse client base and continues to grow year on year. It also has a strong reputation for developing its people and supporting long-term career progression.

Role Overview

The successful candidate will provide essential administrative support to Financial Planners and Paraplanners, ensuring the smooth running of client services and back-office operations. This role is ideal for someone with strong attention to detail, excellent organisational skills, and a genuine interest in financial planning.

Key Responsibilities

• Prepare and maintain reports using Excel and Word
• Liaising with providers to obtain policy information and updates.
• Preparing documentation for client meetings, including valuations and reports.
• Managing client communications and scheduling appointments.
• Assisting with annual reviews and updating client files accordingly.

Candidate Skills

• Previous experience in a financial services administration role is essential, ideally within a financial planning or wealth management environment.
• Strong organisational and communication skills.
• High level of accuracy and attention to detail.
• Proficient in Microsoft Office and CRM systems.:
• A proactive attitude and willingness to learn and grow within the role.
• R01, CF1 or FA1 would be advantageous

Some of the Benefits on offer include:

• Life cover
• Private medical insurance
• Health cash plan and medical benefits
• Support with professional examinations
• Gym membership