For over 30 years, we have been delivering a uniquely integrated service that combines Financial Planning, Legal, and Accountancy expertise all under one roof. We help clients build a plan to achieve their goals, keep their financial affairs in perfect order, and create lasting wealth.
Our mission? To be a brilliant place to work. We foster personal growth, encourage innovation, and reward excellence. Joining our team means being part of a culture that values professionalism, achievement, and the opportunity to make a real difference for our clients.
The Role
As a Financial Planning Administrator, you will be an essential part of the client’s team, working alongside a Financial Planner and Paraplanner. Your role involves implementing financial plans, maintaining ongoing service relationships, and managing the administrative aspects of a client’s journey toward achieving their financial goals.
Key Responsibilities
* Build and manage strong relationships with clients.
* Implement financial plans and manage ongoing service processes.
* Book client review meetings and prepare comprehensive meeting packs.
* Handle data gathering, anti-money laundering checks, and application processing.
* Maintain accurate records and ensure compliance with regulations.
Skills We Value
* Accuracy and attention to detail.
* Strong communication and active listening skills.
* A logical, proactive mindset with excellent organizational skills.
* Technological proficiency and adaptability.
* A “can-do” attitude and passion for delivering high-quality service.
What We’re Looking For
* Minimum of 2 years’ experience in the wealth management or IFA sector.
* Awareness of financial services regulations (GDPR, AML, TCF).
* Experience with compliance procedures and processes.
What’s in It for You
We offer a competitive benefits package, including:
* 34 days of holiday (including bank holidays), increasing with tenure.
* Holiday purchase or sale options.
* 9% pension contributions (7% from the employer).
* Income protection benefits and an Employee Assistance Program.
* Support for professional development and career growth.
* Flexible and hybrid working options in a supportive, team-focused environment.
Location: Offices in Loughborough with flexible and remote working opportunities.
Are you ready to make a meaningful impact while growing your career? Apply today
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