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- Tasks: Support financial planning by managing client correspondence and preparing review packs.
- Company: Join one of the UK's fastest-growing financial planning businesses.
- Benefits: Enjoy 25 days holiday, birthday off, and study support for professional exams.
- Other info: Dynamic role with potential to advance to Trainee Paraplanner or Adviser.
- Why this job: Kickstart your career in finance with opportunities for progression and in-house training.
- Qualifications: Experience in administration and strong communication skills are a plus.
The predicted salary is between 30000 - 35000 £ per year.
Recruit Wealth is representing one of the UK’s fastest growing and largest national Financial Planning businesses, recruiting an experienced Administrator to join one of their regional offices across the country. Progression is available to Trainee Paraplanner, Paraplanner and Adviser if desired, though it is not a prerequisite for consideration.
Responsibilities:
- Client correspondence, written and verbal.
- Processing new business.
- Preparation of client review packs.
- Arranging client meetings and managing the Adviser’s diary.
- Illustration requests.
- Ensuring all financial planning client administration is carried out in accordance with internal procedures.
- Maintaining client records on the company software and ensuring the client files are well presented, accurate and compliant.
- Taking phone calls, enquiries and requests, and handling them where appropriate.
- Providing general back‑office support using IO software.
Benefits:
- 25 days holiday plus bank holidays.
- Day off for your birthday.
- Annual salary review.
- Staff awards.
- Study support for professional industry exams.
- Adviser Academy – In‑House Training.
- Progression to Trainee Paraplanner, Paraplanner and Adviser if desired.
- Holiday purchase scheme.
- Life assurance, pension and corporate eyecare cover.
Location: High Wycombe, Buckinghamshire
Salary: £30000 - £35000 per year
Job type: Permanent
Posted: 06/01/2026
Financial Planning Administrator in High Wycombe employer: Recruit Wealth Limited
Contact Detail:
Recruit Wealth Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Administrator in High Wycombe
✨Tip Number 1
Network like a pro! Reach out to people in the financial planning industry, attend events, and connect on LinkedIn. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Be ready to discuss how your skills align with their needs, especially in client correspondence and administration. Show them you’re not just another candidate!
✨Tip Number 3
Practice your communication skills! Since the role involves a lot of client interaction, being articulate and confident is key. Try mock interviews with friends or family to get comfortable with your responses.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Financial Planning Administrator in High Wycombe
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Planning Administrator role. Highlight relevant experience and skills that match the job description, like client correspondence and administration tasks. We want to see how you can fit into our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're interested in the role and how your background makes you a great fit. Be genuine and let your personality come through – we love to see enthusiasm!
Showcase Your Attention to Detail: As an Administrator, attention to detail is key. Make sure your application is free from typos and errors. Double-check everything before hitting send – it shows us you care about quality and accuracy!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it gives you a chance to explore more about us and what we do!
How to prepare for a job interview at Recruit Wealth Limited
✨Know Your Financial Stuff
Brush up on your financial planning knowledge before the interview. Understand key concepts and terminology that are relevant to the role of a Financial Planning Administrator. This will not only help you answer questions confidently but also show your genuine interest in the field.
✨Showcase Your Organisational Skills
Since the role involves managing client meetings and maintaining accurate records, be prepared to discuss how you stay organised. Share specific examples from your past experiences where your organisational skills made a difference, whether it was managing a busy diary or ensuring compliance with procedures.
✨Practice Client Correspondence Scenarios
Given that client correspondence is a big part of the job, practice how you would handle different scenarios. Think about how you would respond to a client inquiry or prepare a review pack. This will help you demonstrate your communication skills and ability to handle client interactions effectively.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the company culture, training opportunities, or what a typical day looks like for a Financial Planning Administrator. This shows your enthusiasm for the role and helps you determine if the company is the right fit for you.