Marlow, Buckinghamshire | Hybrid Working (3 Days Office, 2 Days Home) | Competitive Salary Benefits Join a Leading Chartered Financial Planning Firm An award-winning Chartered Financial Planning firm in Marlow is seeking an experienced Senior Administrator to support its team of Advisers and Paraplanners. This firm is part of a growing national independent financial advice group, dedicated to delivering values-driven, client-centric financial planning that empowers individuals to achieve financial security and freedom. With a strong reputation for excellence and a highly qualified team, the firm offers a collaborative, professional, and flexible working environment where employees are supported in their career growth and development. Why Join? Prestigious Chartered Firm – Committed to the highest industry standards and technical excellence. Flexible & Supportive Culture – A hybrid working model (3 office days, 2 home days) that promotes work-life balance. Client-Focused Approach – Providing tailored financial solutions for high-net-worth (HNW) clients. Career Development – Opportunities for technical training, professional qualifications, and long-term progression. The Role The Senior Administrator will play a key role in ensuring the smooth operation of financial planning services, supporting Advisers and Paraplanners with administrative and client-related tasks. Responsibilities include: Liaising with clients, product providers, and third parties. Preparing documentation for client meetings, including valuations. Obtaining illustrations, quotations, and fund/transfer values. Managing information requests and ensuring accurate record-keeping within CURO. The Ideal Candidate Similar Wealth Management or Financial Planning administration role. Proactive, detail-oriented, and highly organised. Excellent communication and problem-solving skills. Benefits Package Competitive salary based on experience. Hybrid working – 3 office days, 2 remote days. 25 days holiday bank holidays. Death in Service (up to £200k). Cash Plan for healthcare support. This is an excellent opportunity to join a highly respected firm that genuinely values its employees, offering a professional yet flexible working environment with a strong emphasis on development and career progression.