Senior Financial Planning Administrator

Recruitment Rebellion; Harwell; On-site; GBP 30,000 - 35,000; Full time

Benefits offered by this job

25 days holiday

Private medical insurance

Wellbeing allowance

Professional study support

EV salary sacrifice

Modern offices with free parking

Supportive team

Job summary

Strategic Vision Wealth Management is seeking an experienced Senior Financial Services Administrator to join our client servicing team. You will support Financial Planners and keep our administrative processes running smoothly as part of a values-led independent firm.

You’ll manage new business processing, prepare client reviews, liaise with providers, and maintain accurate records across back-office systems while ensuring FCA compliance.

Qualifications

• Experience as a Financial Services Administrator within an IFA or financial planning environment.
• Excellent organisational skills and attention to detail.
• Strong communication and client service abilities.

Responsibilities

• Process new business accurately and efficiently.
• Prepare client review packs and meeting documentation.
• Liaise with providers and progress applications.
• Produce valuations and client correspondence.
• Process investments and fund switches.
• Maintain accurate client records across back-office systems.
• Support advisers with day‑to‑day client servicing.
• Ensure work complies with FCA and company standards.

Skills

Financial services administration

Client servicing

Organisational skills

Communication skills

Knowledge of financial products

Tools

Intelligent Office

Nucleus

Hubwise

Job description

Are you looking for an experienced Financial Services Administrator opportunity where you'll genuinely be valued?

If you've built your career supporting Financial Advisers and enjoy keeping everything running smoothly behind the scenes, we'd love to hear from you.

Strategic Vision Wealth Management is looking for an experienced Senior Financial Services Administrator to join our friendly, values-led independent financial planning firm.

We're looking for someone with solid industry experience who can become an integral part of our client servicing team. This is a fantastic opportunity to join a well-established business where quality, client care and teamwork are at the heart of everything we do.

Why join Strategic Vision Wealth Management?

We know that great people deserve great benefits, which is why we offer:

Salary of £30,000-£35,000
25 days holiday, plus bank holidays
4.5-day working week - receive 100% of your salary while working 90% of the hours (with the expectation of 100% productivity)
Private medical insurance
Wellbeing allowance of up to £250 per year
Professional study support, including reimbursement of study materials and one exam sitting upon successful completion
Electric vehicle salary sacrifice scheme
Modern offices with free parking
A genuinely supportive team that values your contribution

What you'll be doing

You’ll provide high-quality administrative support to our Financial Planners, ensuring clients receive an exceptional service throughout their financial planning journey.

Your responsibilities will include:

• Processing new business accurately and efficiently
• Preparing client review packs and meeting documentation
• Liaising with providers and progress chasing applications
• Producing valuations and client correspondence
• Processing investments, withdrawals, fund switches and rebalances
• Maintaining accurate client records across back-office systems
• Supporting advisers with day-to-day client servicing
• Ensuring all work is completed in line with FCA and company compliance standards.

About you

You’ll already have experience working within an Independent Financial Adviser (IFA) or Financial Planning environment and be confident managing your own workload.

We’re looking for someone who has:

• Experience as a Financial Services Administrator within an IFA practice
• Excellent organisational skills and attention to detail
• Strong communication and client service skills
• Knowledge of financial services products and investment platforms
• A proactive approach and pride in producing accurate work

Experience with Intelligent Office, Nucleus or Hubwise would be an advantage but isn’t essential.

About us

We’re proud to be a friendly, professional and values-driven financial planning firm where clients always come first.

Our wellbeing is important to us, and we encourage a healthy work-life balance. Our modern offices are surrounded by green space, perfect for getting away from your desk at lunchtime, and we believe in creating an environment where people genuinely enjoy coming to work.

Our values are simple:

• Treat every client like they're our only one.
• Be friendly, respectful and honest.
• Deliver on what we promise.

If those values sound like yours, we’d love to hear from you.