At a Glance
- Tasks: Provide top-notch admin support to a dynamic Paraplanning team and ensure smooth case processing.
- Company: Join a well-established financial services firm with a client-focused approach.
- Benefits: Enjoy a structured work environment and opportunities for professional growth.
- Other info: Office-based role in High Wycombe, relocating to Hare Hatch in 2026.
- Why this job: Make a real difference in clients' financial journeys while developing your skills.
- Qualifications: Previous experience in financial services administration is essential.
The predicted salary is between 38250 - 46750 £ per year.
The Company
Ensure you read the information regarding this opportunity thoroughly before making an application.
A well-established and professional financial services firm is looking for an experienced Paraplanning Administrator to join them.
This is an excellent opportunity for someone with previous experience in financial services administration and paraplanning support who enjoys working in a structured, client-focused environment.
Please note that this role is fully office based and is currently in High Wycombe, with relocation planned to Hare Hatch, Berkshire, mid November 2026.
Commutable from High Wycombe, Henley on Thames, Marlow, Maidenhead, Twyford and surrounds.
The Role
Working closely in a small team of Paraplanners, Independent Financial Advisers and the Operations Manager, you will provide high-quality administrative support across the advice and new business process.
You will be responsible for coordinating information, maintaining accurate records and ensuring cases are progressed through to completion.
Key
Responsibilities
- Provide day-to-day administrative support to the Paraplanning team, helping to ensure cases are processed efficiently and within agreed timescales.
- Gather, organise and maintain client information and supporting documentation required for the preparation of financial advice.
- Assist with pension information requests, research and the collation of relevant client data.
- Support the preparation of client reports, ensuring information is accurate, clearly presented and ready for Paraplanner review.
- Work closely with Paraplanners, Advisers and the Operations Manager to maintain effective processes and consistently high service standards.
- Assist with the preparation and distribution of detailed client annual review packs.
- Process and monitor new business submissions across a variety of investment providers and platforms.
- Take ownership of outstanding actions and proactively chase cases through to completion.
- Keep Advisers and clients informed of progress and provide updates where required.
- Maintain accurate and timely records across the new business register and relevant internal systems. xgikmsk
- Complete monthly valuations, including DFMS and client-issued valuations.
- Respond professionally and promptly to routine queries from clients, Advisers and product providers, esca...
Paraplanning Administrator in Henley on Thames employer: Oxby Recruitment Ltd Careers
Join a thriving company that prioritises quality service and products in the catering and hospitality industry. With a strong emphasis on employee development, you will find ample opportunities for growth while working in a supportive and dynamic environment. Located conveniently for those commuting from Thame, Wheatley, Bicester, and Aylesbury, this role offers a hands-on approach to leadership in a well-organised warehouse setting.
Contact Details:
Oxby Recruitment Ltd Careers Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanning Administrator in Henley on Thames
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like Oxby Recruitment Ltd Careers. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from Oxby Recruitment Ltd Careers.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like Oxby Recruitment Ltd Careers. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Paraplanning Administrator in Henley on Thames
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in Oxby Recruitment Ltd Careers and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show Oxby Recruitment Ltd Careers how you can be a team player!
How to prepare for a job interview at Oxby Recruitment Ltd Careers
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with Oxby Recruitment Ltd Careers.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with Oxby Recruitment Ltd Careers's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
