Hybrid Senior Admin – Wealth Planning & Compliance

Vivid Financial Planning Limited; Marlow; Hybrid; GBP 32,000 - 42,000; Full time

Job summary

Vivid Financial Planning Limited is seeking a Senior Administrator to provide high-level administrative and operational support to financial planners. The role involves managing client records, preparing documentation and reports, coordinating appointments and follow-ups, and maintaining data across internal systems.

This contract position is based in Marlow with a hybrid work arrangement. The successful candidate will support compliance checks, handle queries, and contribute to improving admin

Qualifications

• Must have SJP experience.
• Strong administrative skills in professional services or financial environments.
• Excellent organisational and time-management abilities; able to manage multiple tasks and deadlines.
• Effective written and verbal communication with a professional client focus.

Responsibilities

• Manage client records and documentation.
• Prepare reports and correspondence for financial planners.
• Coordinate appointments and follow-ups; maintain accurate data in systems.
• Handle incoming queries; support compliance and process checks.
• Contribute to improving administrative workflows.
• Support wealth-management activities as part of a hybrid team.

Skills

SJP experience

Administrative skills

Organisational skills

Communication skills

Software proficiency

Attention to detail

Problem-solving

Financial planning experience

Education

Business administration qualification

Finance qualification

Tools

CRM systems

Spreadsheets

Word processing tools

Job description

Vivid Financial Planning Limited is seeking a Senior Administrator to provide high-level administrative and operational support to financial planners. The role involves managing client records, preparing documentation and reports, coordinating appointments and follow-ups, and maintaining data across internal systems.

This contract position is based in Marlow with a hybrid work arrangement. The successful candidate will support compliance checks, handle queries, and contribute to improving admin