At a Glance
- Tasks: Process applications, maintain client records, and support advisers in a dynamic wealth management environment.
- Company: Respected Independent Financial Advisory firm near High Wycombe.
- Benefits: Competitive salary, hybrid working, pension contributions, and full exam support.
- Other info: Ongoing training and development in a professional, client-focused setting.
- Why this job: Join a supportive team and develop your career in wealth management with clear progression opportunities.
- Qualifications: 1-2 years' experience in IFA or wealth management and strong organisational skills.
The predicted salary is between 32000 - 35000 £ per year.
Location: Near High Wycombe (Hybrid working available after probation)
Salary: £32,000 – £35,000 DOE
Our client, a highly regarded Independent Financial Advisory firm near High Wycombe, is looking to recruit an experienced Financial Administrator to join their growing and supportive team. This is an excellent opportunity for someone with previous IFA or wealth management administration experience who is looking to develop their career within a professional and client-focused environment. The firm offers strong long-term progression opportunities, including support towards paraplanning and professional qualifications.
Key Responsibilities:- Processing new business applications across pensions, investments, ISAs and protection.
- Handling fund switches, withdrawals, policy servicing and provider correspondence.
- Maintaining accurate client records and updating back-office systems.
- Preparing valuations, review packs and documentation for advisers.
- Liaising with providers including Aviva, Quilter, Fidelity, Prudential and Aegon.
- Supporting advisers with compliance and administrative duties.
- Delivering excellent ongoing service to clients and responding to queries efficiently.
- Minimum 1–2 years’ experience within an IFA, wealth management or financial planning environment.
- Confident using provider platforms and CRM/back-office systems.
- Strong organisational skills and high attention to detail.
- Professional communication skills with both clients and providers.
- Knowledge of Intelligent Office, XPLAN, FE Analytics or Defaqto advantageous but not essential.
- £30,000 - £35,000 depending on experience
- Hybrid working available after probation
- Employer pension contribution
- Life cover
- Full exam support towards CII qualifications
- Supportive team environment with clear progression opportunities
- Ongoing training and development
This is an ideal opportunity for a motivated Financial Administrator seeking stability, career progression and the chance to work within a respected wealth management firm.
For further information please email Sam at Financial Divisions.
Financial Administrator (Wealth Management), Near High Wycombe, £32,000 – £35,000 DOE employer: Financial Divisions
Join a highly regarded Independent Financial Advisory firm near High Wycombe, where you will be part of a supportive team dedicated to your professional growth. With strong long-term progression opportunities, including support for paraplanning and professional qualifications, this is an excellent environment for motivated individuals seeking stability and career advancement in wealth management. Enjoy the benefits of hybrid working, ongoing training, and a collaborative culture that prioritises client-focused service.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Administrator (Wealth Management), Near High Wycombe, £32,000 – £35,000 DOE
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial sector, especially those who work in wealth management. A friendly chat can lead to insider info about job openings or even a referral.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Show them you’re not just another candidate; you’re genuinely interested in their mission and how you can contribute to their success.
✨Tip Number 3
Practice your responses to common interview questions, but keep it natural. We want you to sound confident and authentic, so don’t just memorise answers—make them your own!
✨Tip Number 4
Apply through our website for the best chance of landing that Financial Administrator role. We love seeing applications directly from motivated candidates like you, so don’t hesitate!
We think you need these skills to ace Financial Administrator (Wealth Management), Near High Wycombe, £32,000 – £35,000 DOE
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Financial Administrator role. Highlight your experience in wealth management and any relevant skills that match the job description. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how your previous experience aligns with what we're looking for. Keep it professional but let your personality come through!
Showcase Your Skills:Don’t forget to mention your organisational skills and attention to detail. These are key in our line of work! If you've used any specific platforms like Intelligent Office or XPLAN, be sure to include that too.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates. We can’t wait to hear from you!
How to prepare for a job interview at Financial Divisions
✨Know Your Stuff
Make sure you brush up on your knowledge of financial products like pensions, ISAs, and investments. Familiarise yourself with the specific providers mentioned in the job description, such as Aviva and Prudential, so you can speak confidently about them during the interview.
✨Showcase Your Experience
Be ready to discuss your previous experience in wealth management or IFA roles. Prepare examples of how you've handled administrative tasks, processed applications, or liaised with clients and providers. This will demonstrate your capability and fit for the role.
✨Highlight Your Skills
Emphasise your organisational skills and attention to detail. You might want to share specific instances where these skills helped you succeed in past roles. Also, if you have experience with CRM systems like Intelligent Office or XPLAN, make sure to mention it!
✨Ask Smart Questions
Prepare thoughtful questions to ask at the end of the interview. Inquire about the team dynamics, opportunities for professional development, or how the firm supports its employees in achieving their CII qualifications. This shows your genuine interest in the role and the company.
