Wealth Planning Administrator - 1 day in the office

Date posted: 19 September 2025

Pay: £28,000.00-£38,000.00 per year

Job Description:

Wealth Planning Administrator - Full or Part Time considered

Location: Aylesbury

Ample home working - 1-2 days office based per week maximum

Salary: £28,000 - £38,000 depending upon experience

• Are you a Wealth Planning Administrator looking for your next role?
• Are you looking for more home working and flexibility?
• Would you enjoy working collaboratively with a Paraplanner and 2 advisers and playing a pinnacle support role with a high level of responsibility
• Would you enjoy being able to build and develop strong relationships with the clients?

If so, we can help

Company/Role Information

• Our client is chartered independent wealth planning company based in a High Street location in Aylesbury
• The company is a boutique wealth planning company and you will be working closely with 1 Paraplanner and two Advisers. They are situated in a shared office location with a few other companies, so although small themselves - the atmosphere in the office is social.
• This role is all about Providing exceptional client servicing and administration support through close collaboration with the paraplanner, to Support the two advisers within the business.
• The role will be busy and full of variety, including being the main point of contact for clients via calls and email, processing new business, contacting providers, and diary management
• Any administrator either with experience of suitability letter writing and research would be desirable, as the paraplanner and you will work very closely together, and the administrator can take on some of the simpler paraplanning tasks if desired.
• So it's a great opportunity for anyone who wants that close collaboration with a paraplanner and the opportunity o gain new technical skills as well.

Other things to note with the role/benefits

• They offer 28 days holiday plus bank holidays and the two weeks off between Christmas and new year
• Hybrid working - 1-2 days in the office per week. Lots of room for flexibility with working and happy to consider both full and part time.
• Hours 9am - 5pm.
• Full study and exam support towards the Diploma is also provided.

So, if you are looking for truly collaborative environment with the chance to be a crucial team member with lots of work life balance, then please apply for the role and we can run through in more detail.