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Permanent

Senior Financial Planning Administrator

Exchange Street Claims & Financial Services
Milton Keynes
money-bag £30000 Annual
Posted: 18 July 2026 (Today)
Closing date: 17 August 2026
Ref: 3140651945

Not every admin role moves you forward - some just keep you busy. This one is different. You''ll join one of the most respected financial planning firms in the UK. Not because they shout about it but because people in the profession quietly acknowledge it.More importantly, you''ll join a business that backs its people properly. They''re employee-owned through an EOT, which means:No surprise sale to a consolidator.No PE exit pressure.No short-term decision making. After 12 months you''ll receive a tax-free bonus of up to £3,600 each year because you share in the success of the firm. And you''ll actually have a voice in how it operates.THE JOBYou''ll take over from a long-standing colleague who is retiring. You''ll get a proper handover and join a settled team of three. You''ll:Be front and centre of client relationships Prepare paperwork for client meetingsCarry out product researchSubmit new businessWork closely with highly qualified paraplanners and plannersContribute to delivering genuinely high-quality client outcomes It''s structured. It''s organised. It''s professional. And you won''t be firefighting chaos at 6pm.WHAT''S IN IT FOR YOU?£29,000 - £32,000 starting salaryA consistent four-figure company bonus (paid every year)Tax-free EOT bonus after 12 monthsAnnual salary reviewsPrivate medical insuranceDeath in serviceHolidays rising to 27 daysSupport with exams and professional membershipsBonuses for passing exams Yes you''ll work from the office. But people leave at 5. ..... full job details .....

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