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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