Financial planning administrator Work, Jobs in Leighton Buzzard, Bdf (with Salaries)

Financial Planning Administrator
mbf. —Berkhamsted
- £25,000 - £32,000 a year
- Hybrid work
- CRM software
- Administrative experience
- Organisational skills
- Annual leave
11h
Finance and Administration Officer
Cleverkidz —Dunstable
- £12.71 - £12.80 an hour
- Part-time
- Childcare
- Microsoft Office
- Administrative experience
- Free parking
Quick apply
7d
Demand Planning Administrator - 12 Month FTC
Ocado Logistics —Hatfield
- Full-time
- Data analysis skills
- Communication skills
- Employee assistance programme
- Employee discount
8d
Senior IFA Administrator Junior Paraplanner Progression - St Albans - Up to £40,000 plus...
Financial Divisions —St Albans
- £35,000 - £40,000 a year
- Organisational skills
- Communication skills
11h
Finance Administrator 6 month FTC
Lucy Electric —Thame
- Microsoft Excel
- Computer literacy
- Microsoft Office
IFA Administrator
EC Appointments Ltd —St Albans
- £30,000 - £40,000 a year
11h
Commercial Team Administrator
TravelodgeHotels —Thame
- Up to £27,000 a year
- Full-time
- Hybrid work
- Hotel
- Administrative experience
- Employee discount
Quick apply
1d
Management Accountant
Merz Aesthetics UK Ltd. —Hemel Hempstead
- Microsoft Powerpoint
- Microsoft Office
- Analysis skills
Quick apply
IFA Administrator
Recruit Wealth —High Wycombe
- £32,500 - £35,000 a year
- Microsoft Office
- Organisational skills
- Communication skills
11h
Workforce & Training Administrator
Elysium Healthcare —Hatfield
- £30,000 a year
- Full-time
- Free parking
- Annual leave
Quick apply
8d
Operations Support Manager
Medivet Group Ltd —Watford
- £38,000 a year
- Weekend availability
- Microsoft Excel
- Microsoft Outlook
- Computer networking
Finance Manager
The Well Group Limited —London
- £40,000 - £50,000 a year
- Full-time
- Microsoft Excel
- Organisational skills
- Communication skills
- Gym membership
- Bereavement leave
Quick apply
2d
Office Manager / Senior Paraplanner
Bucks & Berks Recruitment PLC —Marlow
- £65,000 a year
- Leadership
3d
Group Finance Systems and Consolidation Accountant (FTC)
Senior plc Head Office —Rickmansworth
- Full-time
- Hybrid work
- Microsoft Excel
- Oracle
- Programmable logic controllers
- Work from home
- Employee assistance programme
Quick apply
Financial Adviser (Stokenchurch)
Perspective Financial Group —Stokenchurch
- Monday to Friday
- Analysis skills
- Communication skills
- Time management
- Referral programme
2d
Office Manager / Senior Paraplanner
Bucks and Berks Recruitment —Marlow
- £55,000 - £65,000 a year
- Monday to Friday
- Financial services
- Leadership
- Communication skills
1d
Project Manager
Oracle MS —Watford
- £40,000 - £50,000 a year
- Full-time
- Hybrid work
- Oracle
- Microsoft Office
- Project management
Quick apply
Office Manager / Senior Paraplanner
mbf. —Bourne End
- £55,000 - £65,000 a year
- Supervising experience
- Organisational skills
- Financial services
Supervisor Mechanical (Level 3) Bedford
Gov Facilities Services —Bedford
- £43,177.30 a year
- Weekend availability
- Military
- Project management
- Plumbing
- Employee assistance programme
Supervisor Mechanical (Level 3) Grendon
Gov Facilities Services —Aylesbury
- £48,574.47 a year
- Full-time
- Military
- Project management
- Plumbing
- Employee assistance programme

I want to receive the latest job alerts for financial planning administrator in leighton buzzard, bdf

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

financial planning administrator jobs near leighton buzzard, bdf

Financial Planning Administrator

mbf. -
Berkhamsted

Apply Now

Job details

Permanent
£25,000 - £32,000 a year
11 hours ago

Benefits

Annual leave
Company pension

Qualifications

CRM software
Financial planning
Administrative experience
Organisational skills
Financial services
Communication skills

Full job description

Posted: 11/06/26 Recruiter: mbf. Reference: 3121136934 Type: Permanent Salary: Competitive Location: Berkhamsted, Hertfordshire Description:

Berkhamsted, Hertfordshire

£25,000 - £32,000 + Bonus + Excellent Benefits

Hybrid Working Available

A well-established and highly respected Wealth Management and Financial Planning firm is seeking a Financial Planning Administrator to join its growing team in Berkhamsted.

This is an excellent opportunity for an individual currently working within a Financial Planning Administration role, or someone with previous experience in financial services administration, who is looking to join a professional, supportive, and forward-thinking organisation offering genuine career development opportunities.

Working closely with Financial Planners and a team of experienced colleagues, you will play a key role in delivering high-quality administrative support and ensuring an excellent client experience throughout the advice process.

Key Responsibilities

Processing Letters of Authority
End-to-end new business administration
Preparing application forms and implementing new business on platforms
Processing fund switches and related transactions
Obtaining information from product providers
Managing and chasing business pipelines
Maintaining accurate client records using CRM systems (Intelliflo experience beneficial)
Communicating with clients, providers, and third parties via telephone and email
Supporting Financial Planners with day-to-day administrative requirements

About You

Previous experience within a Financial Planning Administrator, IFA Administrator, Wealth Management Administrator or similar role
Good understanding of financial planning and investment administration processes
Strong organisational and communication skills
High levels of accuracy and attention to detail
Experience using Intelliflo would be advantageous but is not essential
A positive attitude and desire to develop a long-term career within financial services

Package & Benefits

£25,000 - £32,000 basic salary depending on experience (potentially higher for exceptional candidates)
Performance-related bonus scheme
25 days annual leave plus bank holidays
Option to purchase additional annual leave following probation
Contributory pension scheme
Life cover
Hybrid working available after probation (3 days office / 2 days home)
Supportive team environment and long-term career progression opportunities

If you are looking to join a reputable wealth management business where your contribution will be valued and your career can continue to develop, we'd be delighted to hear from you.

Apply Now

Refine Your Search

financial planning administrator jobs in leighton buzzard, bdf

Financial Planning Administrator

Finance and Administration Officer

Demand Planning Administrator - 12 Month FTC

Senior IFA Administrator Junior Paraplanner Progression - St Albans - Up to £40,000 plus...

Finance Administrator 6 month FTC

IFA Administrator

Commercial Team Administrator

Management Accountant

IFA Administrator

Workforce & Training Administrator

Operations Support Manager

Finance Manager

Office Manager / Senior Paraplanner

Group Finance Systems and Consolidation Accountant (FTC)

Financial Adviser (Stokenchurch)

Office Manager / Senior Paraplanner

Project Manager

Office Manager / Senior Paraplanner

Supervisor Mechanical (Level 3) Bedford

Supervisor Mechanical (Level 3) Grendon

I want to receive the latest job alerts for financial planning administrator in leighton buzzard, bdf

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected