Marlow, Buckinghamshire | Hybrid Working (3 Days Office, 2 Days Home) | Competitive Salary + Benefits
Join a Leading Chartered Financial Planning Firm
An award-winning Chartered Financial Planning firm in Marlow is seeking an experienced Senior Administrator to support its team of Advisers and Paraplanners. This firm is part of a growing national independent financial advice group, dedicated to delivering values-driven, client-centric financial planning that empowers individuals to achieve financial security and freedom.
With a strong reputation for excellence and a highly qualified team, the firm offers a collaborative, professional, and flexible working environment where employees are supported in their career growth and development.
Why Join?
Prestigious Chartered Firm – Committed to the highest industry standards and technical excellence.
Flexible & Supportive Culture – A hybrid working model (3 office days, 2 home days) that promotes work-life balance.
Client-Focused Approach – Providing tailored financial solutions for high-net-worth (HNW) clients.
Career Development – Opportunities for technical training, professional qualifications, and long-term progression.
The Role
The Senior Administrator will play a key role in ensuring the smooth operation of financial planning services, supporting Advisers and Paraplanners with administrative and client-related tasks. Responsibilities include:
- Liaising with clients, product providers, and third parties.
- Preparing documentation for client meetings, including valuations.
- Obtaining illustrations, quotations, and fund/transfer values.
- Managing information requests and ensuring accurate record-keeping within CURO.
The Ideal Candidate
- Similar Wealth Management or Financial Planning administration role.
- Proactive, detail-oriented, and highly organised.
- Excellent communication and problem-solving skills.
Benefits Package
- Competitive salary based on experience.
- Hybrid working – 3 office days, 2 remote days.
- 25 days holiday + bank holidays.
- Death in Service (up to £200k).
- Cash Plan for healthcare support.
This is an excellent opportunity to join a highly respected firm that genuinely values its employees, offering a professional yet flexible working environment with a strong emphasis on development and career progression.