Financial Administrator, Milton Keynes area, Fully Office based, £25,000 - £32,000 (DOE) - Financial Divisions : Job Details

Role: Financial Administrator - Chartered Wealth Management FirmLocation: Milton Keynes area (Buckinghamshire) - Fully Office BasedSalary: £25,000 - £32,000 (DOE) + Excellent Benefits including Private Medical Insurance, Pension & DIS

Are you an experienced Financial Administrator looking for your next opportunity in wealth management? Would you thrive in a boutique, dynamic, and forward-thinking environment where your voice truly matters?

We’re working with a highly respected Chartered Independent Financial Advisory firm based near Milton Keynes. Known for their supportive and collaborative culture, they’re growing and now seeking a proactive and detail-driven Financial Administrator to join their friendly team.

What’s in it for you?

• Work for a Chartered, boutique IFA firm with a strong reputation
• Be part of a team where your contribution is genuinely valued
• Enjoy excellent benefits including private medical cover, pension, and life cover
• A stable, full-time office-based role - ideal for those who enjoy structure and team interaction

Your Role:

You’ll support Advisers and Paraplanners with all aspects of administration to help ensure a seamless client journey. Responsibilities will include:

• Handling client and adviser queries professionally and promptly
• Submitting LOAs and gathering valuations
• Preparing client packs and review documents
• Maintaining accurate records and assisting with data cleansing
• Supporting general office tasks to help the wider team

What We’re Looking For:

• At least 1+ year experience in a financial planning or IFA admin role
• Excellent communication and interpersonal skills
• Strong attention to detail and organisational skills
• Familiarity with industry processes and documentation
• A positive, proactive approach and a team-first attitude

If you’re passionate about delivering first-class support in a quality-driven environment, this could be the ideal role for you.

To apply, please send your CV to Sam Negbenebor at Financial Divisions.