Financial Planning Administrator –
Derby, East Midlands, UK
27-30K DOE
Hybrid/Remote
Are you an experienced Financial Planning Administrator looking for your next challenge and an opportunity to further build on your career into Senior Administration or Paraplanning? Our Wealth team in the East Midlands is growing, and we’re currently seeking an experienced Financial Planning Administrator to join them on their journey.
Join us and make an impact in Wealth Management!
Role Highlights:
- Manage & administer complex client assets
- Ensure data accuracy & readiness
- Communicate with clients, support meetings
- Onboard & service clients
- Prepare & coordinate client meetings
- Identify & implement improvements
- Support team development & training
About you:
- A passion for financial planning with proven experience working in administration for a Financial Planning firm
- Be working towards the Diploma in Regulated Financial Planning (desirable)
- Ability to listen and ask great questions
- Effective communication and able to build strong relationships that create trust, open dialogue, and be able to give and accept feedback
- Client-Centric, always prioritising the needs and satisfaction of the client
- Ability to anticipate client needs and address them without being prompted
- Solution-based outlook to come up with ways to progress and resolve client requests
- Work well with internal teams to meet client expectations and build strong internal bonds
- Quickly adjust to changes in client requirements or internal processes
Why Join Us:
- Best Companies’ No.1 Accountancy Firm
- B Corp Certified in 2023
- Inspiring Workplace Awards 2024 Winner
What We Offer:
- Flexible working
- Generous holiday entitlement
- Enhanced parental leave
- Casual dress code
- Award-winning wellbeing programs
- Volunteering opportunities
- Social/sports clubs
Be part of the wealth management revolution. Apply today