Financial Administrator, Milton Keynes Area, Fully Office Based, £28,000 - £35,000 (DOE) + Benefits - Financial Divisions : Job Details

Financial Administrator - Boutique Chartered IFA | Milton Keynes Area (Fully Office Based) Salary: £28,000 - £35,000 (DOE) + Excellent Benefits (Private Medical, Pension, DIS)Location: Milton Keynes area, Buckinghamshire

Are you an experienced Financial Administrator looking to join a dynamic, forward-thinking IFA firm that genuinely values its people?

My client is a highly respected, boutique Chartered IFA practice based just outside Milton Keynes, known for delivering first-class advice and building long-term client relationships. With continued growth, they are now seeking a Financial Administrator to join their friendly and collaborative team.

Why join this firm?

• Supportive, people-first culture - your voice will be heard and your contribution valued
• Chartered and independent - giving holistic, tailored advice with client interests at heart
• Modern and progressive - combining boutique service with a forward-thinking mindset

The Role:

As a Financial Administrator, you’ll be central to the day-to-day operations of the firm, working alongside advisers and paraplanners to deliver a seamless client experience. Your responsibilities will include:

• Handling client and adviser queries
• Processing LOAs and obtaining valuations
• Data cleansing and preparing client valuation reports
• General office support as required

What you’ll need:

• 1+ year experience in a Financial Administrator role within a Wealth Management or IFA environment
• Strong communication and interpersonal skills
• Excellent organisation and attention to detail
• A proactive attitude and team-player mindset

If you're ready for a fresh challenge in a well-established firm where you can grow and thrive, we’d love to hear from you.

Please send your CV to Sam Negbenebor at Financial Divisions.