Financial Planning Administrator

5 days ago


High Wycombe, Buckinghamshire, United Kingdom enable recruitment | B Corp™ Full time

We are seeking an experienced administrator to join our team as a Trainee Paraplanner.

Key Responsibilities
  • General administration, including new business, client liaison, preparing packs and documents, and managing applications.
  • Working closely with the wider team to ensure smooth workflow.
  • Streamlining processes and identifying improvements to enhance efficiency and service quality.

What We Offer:

  • A competitive salary of £27,500 per annum, plus benefits.
  • Generous holiday allowance.
  • Employer pension contribution.
  • Hybrid working available after successful completion of probation.
  • Full exam funding up to Chartered status.
  • Progression towards Paraplanning fully supported.

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