Financial Administrator - Up to £36,000 - Funded Study Support - WEALTHLINK RECRUITMENT LTD : Job Details

Financial Administrator | Up to £36,000 | Study Support

Are you an organised and client-focused professional with experience handling client calls and supporting financial planning processes? We’re hiring a Financial Administrator to join a growing and supportive team where your skills will be valued — and your career will be nurtured.

This is an excellent opportunity for someone looking to develop within the financial planning industry, with full study support and exam funding provided to help you progress.

• Job Title: Financial Administrator

• Salary: Up to £36,000 (depending on experience)

• Working Hours: Monday to Friday, 9:30am - 5:00pm (37.5 hours per week)

• Location: Office-based (free parking included)

• Study Support: Full funding & day release for exams (e.g., CII qualifications)

• Handling inbound and outbound calls with clients and providers in a professional manner

• Supporting the paraplanning and advisory team with administrative tasks

• Preparing and maintaining accurate client records and documentation

• Processing new business applications and tracking through to completion

• Managing meeting packs, valuations, and correspondence

• Updating and maintaining CRM and back-office systems

This is a client-focused administration role, ideal for someone with strong communication skills and a desire to grow in financial services.

• Previous experience in a financial planning or wealth management admin role

• Comfortable and professional on the phone with clients and providers

• Highly organised and detail-oriented

• Excellent written and verbal communication skills

• Strong working knowledge of Microsoft Office

• Interest in developing professionally through exams (desirable)

Compensation & Benefits

• Salary up to £36,000 depending on experience

• 25 days holiday + 8 bank holidays

• Free parking (permit provided)

• Pension: Group pension scheme via Royal London (3% employer / 5% employee)

Career Development

• Full study support for industry-recognised qualifications

• Day release for exam preparation and sitting

• Structured support and internal mentoring

Work-Life Balance

• 37.5-hour working week

• 9:30am start for a healthy, balanced daily routine

• Be part of a friendly, stable, and growing team

• Take real steps toward a career in paraplanning or advice

• Enjoy a professional but relaxed environment with long-term development on offer

Let me know if you'd like versions for other platforms or a shorter format for social posts.