Administrator (Technical PA) - Wokingham - £28,000 per annum

?? Looking to step into financial services with a friendly, experienced team that’ll mentor you from day one?

This could be the perfect opportunity for an organised, confident and proactive administrator who wants more than just a basic admin role.

We’re working with a highly respected Chartered Financial Planning firm in Wokingham. They’re a small, supportive team (just six people), but they manage long-standing relationships with over 200 individual clients — offering advice on everything from pensions and retirement to inheritance planning and divorce settlements.

Now, they’re looking to bring in an entry-level Administrator (Technical PA) to support one of the firm’s senior Financial Planners.

?? What’s the role all about?

You’ll be the right-hand support to one of the firm’s Partners — a Chartered Financial Planner with over 30 years of experience. This is more than just an admin role: you’ll get involved in diary management, preparing client meeting packs, liaising with providers, keeping records compliant and accurate, and helping the business run smoothly.

You’ll be trained by a highly experienced Executive Assistant and will learn how the financial planning industry works inside and out — ideal if you’re considering a long-term career in this space.

? What you’ll be doing:

• Managing the adviser’s diary and scheduling client meetings
• Being the first point of contact for clients and service providers
• Supporting new client onboarding and preparing paperwork
• Updating client records and ensuring compliance
• Producing basic reports and meeting summaries
• Helping with ad-hoc admin and occasional marketing tasks
• Learning the ropes of financial services admin in a hands-on, team-focused way

?? What we’re looking for:

• At least 1 year’s admin experience — in any industry
• Strong attention to detail and excellent organisation skills
• Great communicator — someone who enjoys dealing with people
• Confidence using Microsoft Word, Excel, Outlook, etc.
• Willingness to learn new systems (you’ll get full support)
• Someone proactive, helpful, and happy to muck in

?? Bonus points for:

• Any exposure to financial services software (e.g. abrdn WRAP, Quilter WRAP, IRESS Xplan, Adviser Cloud, etc.)
• An interest in financial planning or working in professional services long-term

? What’s in it for you?

• £28,000 starting salary
• Friendly, flexible working culture
• Scope to work from home 1 day a week after probation
• Full training and mentoring from a senior EA and Chartered Planner
• A real career path in one of the most respected financial firms in the area

Ready to get started?
Send your CV to ??Ryan at Financial Divisions
We’d love to hear from you!