Financial Administrator, Milton Keynes area, £25,000 - £32,000 (DOE), Fully Office Based
Financial Administrator, Milton Keynes area, £25,000 - £32,000 (DOE), Fully Office Based

Financial Administrator, Milton Keynes area, £25,000 - £32,000 (DOE), Fully Office Based

Milton Keynes Full-Time 25000 - 32000 £ / year (est.) No home office possible
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£25,000 - £32,000 (DOE), Excellent Benefits including Private Medical Insurance, pension and DIS. My client is a dynamic, boutique and forward-thinking Independent, Chartered IFA Firm with offices close to Milton Keynes, who due to expansion are looking to take on an IFA Financial Administrator who is looking for a new opportunity in Wealth Management. This firm places real value on their employees by cultivating a supportive culture where everyone’s voice matters.

As a Financial Administrator, you will play a crucial role in supporting qualified advisers and paraplanners and ensuring the smooth operation of the firm. Your responsibilities will include:

  • Dealing with client and advisor queries
  • LOA’s and valuations
  • Preparing client valuations
  • Data cleansing
  • Supporting the office with tasks when required

You must have excellent communication skills, good organisation skills and a minimum of 12 months' experience as a Financial Administrator in Wealth Management. This Financial Administrator role is a fantastic opportunity for someone with a solid background in financial administration, excellent organisational skills, and a keen eye for detail. They seek individuals with flexibility, a positive attitude, and a strong team ethos.

If you are looking to grow your career in a supportive and progressive environment, we encourage you to apply. Please do send your CV to Sam Negbenebor at Financial Divisions.

Financial Administrator, Milton Keynes area, £25,000 - £32,000 (DOE), Fully Office Based employer: Financial Divisions

Join a dynamic and forward-thinking Independent, Chartered IFA Firm in the Milton Keynes area, where your contributions are valued in a supportive culture that encourages open communication. With excellent benefits including private medical insurance and a pension scheme, this role as a Financial Administrator offers not only a competitive salary but also ample opportunities for professional growth within the wealth management sector. Experience a collaborative work environment that prioritises employee development and well-being.
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Contact Detail:

Financial Divisions Recruiting Team

Financial Administrator, Milton Keynes area, £25,000 - £32,000 (DOE), Fully Office Based
Financial Divisions
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  • Financial Administrator, Milton Keynes area, £25,000 - £32,000 (DOE), Fully Office Based

    Milton Keynes
    Full-Time
    25000 - 32000 £ / year (est.)

    Application deadline: 2027-06-26

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    Financial Divisions

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