Financial planner Work, Jobs in Sands, Bkm (with Salaries)

IFA Administrator
Recruit Wealth —High Wycombe
- £32,500 - £35,000 a year
- Microsoft Office
- Organisational skills
- Communication skills
12h
Financial Planner
RGH‑Global Limited —Abingdon
- £50,000 - £60,000 a year
- Full-time
- Travel
Financial Planner - Surrey
Menzies LLP —Woking
- Hybrid work
- Microsoft Word
- Microsoft Excel
- English
Office Manager / Senior Paraplanner
Bucks and Berks Recruitment —Marlow
- £55,000 - £65,000 a year
- Monday to Friday
- Financial services
- Leadership
- Communication skills
1d
Financial Planning Administrator
mbf. —Berkhamsted
- £25,000 - £32,000 a year
- Hybrid work
- CRM software
- Administrative experience
- Organisational skills
- Annual leave
12h
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
12h
Office Manager / Senior Paraplanner
mbf. —Bourne End
- £55,000 - £65,000 a year
- Supervising experience
- Organisational skills
- Financial services
IFA Administrator
EC Appointments Ltd —St Albans
- £30,000 - £40,000 a year
12h
Client Services Senior Executive
Craven Street Wealth —Oxford
- £30,000 - £35,000 a year
- Full-time
- Hybrid work
- Microsoft Office
- Financial services
- Communication skills
- Free parking
- Sick pay
Quick apply
1d
Paraplanner (Stokenchurch)
Perspective Financial Group —Stokenchurch
- Monday to Friday
- Microsoft Powerpoint
- Communication skills
- Referral programme
8d
Financial Planning Administrator - 12-month FTC
Attivo Group —Reading
- Hybrid work
- Microsoft Word
- CRM software
- Microsoft Excel
Quick apply
1d
Paraplanner
AFH Wealth Management Cookham —Maidenhead
- £26,112.84 - £45,000.00 a year
- Full-time
- Hybrid work
- Analysis skills
- Organisational skills
- Financial services
Quick apply
Financial Administration Assistant
Bigmore Associates Limited —Walton-on-Thames
- Up to £25,625 a year
- Full-time
- Microsoft Word
- CRM software
- Microsoft Excel
- Employee assistance programme
- Life insurance
Quick apply
Client Administrator
Evelyn Partners —Bracknell
- Full-time
- Hybrid work
- Organisational skills
- IT
- Communication skills
Quick apply
18h

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IFA Administrator

Recruit Wealth
High Wycombe

Apply Now

Job details

Permanent
£32,500 - £35,000 a year
12 hours ago

Benefits

Company pension

Qualifications

Financial planning
Microsoft Office
Organisational skills
Communication skills

Full job description

Posted: 11/06/26 Recruiter: Recruit Wealth Reference: 3121138395 Type: Permanent Salary: £32,500 - £35,000 Annual Location: High Wycombe, Buckinghamshire Description:

Recruit Wealth are delighted to be representing one of the largest and fastest growing national Financial Planning businesses, currently seeking an experienced IFA Administrator to join one of their highly successful regional offices, part of a thriving network of national locations across the UK.

This award-winning business has built an excellent reputation for delivering high-quality, financial advice, providing a truly holistic service across pensions, investments and long-term financial planning.

With continued growth, it is an exciting time to join our client that genuinely invests in its people and their long term careers.

The Opportunity

This is a fantastic opportunity for an experienced IFA Administrator to become a valued member of a professional, supportive and high-performing advice team.

You will work closely with Financial Planners and Paraplanners, playing a vital role in ensuring clients receive a smooth, efficient and professional financial planning experience.

Your responsibilities will include:

Managing client correspondence and maintaining strong client relationships
Processing new business applications across pensions, investments and protection
Preparing client review packs and meeting documentation
Arranging client meetings and managing financial planner diaries
Requesting provider illustrations and product information
Maintaining accurate, well-presented and compliant client records on internal systems
Handling client enquiries, provider communication and requests
Providing general back-office and operational support using Intelligent Office - IO
Ensuring all administration is carried out in line with internal procedures and regulatory standards

Genuine Career Progression

One of the key attractions of joining this business is the clear and structured career pathway available.

For those who wish to develop their career further, the firm offers progression opportunities into:

Trainee Paraplanner
Paraplanner
Financial Adviser

Importantly, this is not a requirement, our client equally values experienced administrators who wish to remain specialists within financial planning administration and build long-term careers within the team.

Benefits & Package

Our client is well known for its supportive culture, strong leadership and investment in staff development, offering a highly competitive package including:

25 days holiday plus bank holidays
Your birthday off
Annual salary reviews
Staff recognition and awards programmes
Study support for professional industry qualifications
Adviser Academy - comprehensive in-house training programme
Clear career progression opportunities
Hybrid and flexible working arrangements
Additional holiday purchase scheme
Life assurance
Company pension
Corporate eye-care cover

About You

This role will suit an individual with existing experience within an IFA or Financial Planning environment who is looking to further develop their career within a highly respected national firm.

You will ideally bring:

Previous experience within IFA/Financial Planning administration
Strong organisational skills and exceptional attention to detail
Excellent communication and client service skills
The ability to manage multiple priorities in a busy team environment
Confidence using Microsoft Office and financial planning systems

Why Join?

The firm is widely recognised for its supportive leadership, collaborative people culture and excellent staff retention, providing an environment where financial planning professionals can truly develop their careers.

Recruit Wealth have worked closely with this organisation for many years now and hold them in extremely high regard with their reputation across the financial planning sector.

Please apply to us here at Recruit Wealth for an immediate response

Apply Now

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IFA Administrator