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