Full Time | Hybrid Working | Flexible Hours | 4-Day Week Considered
£33,000 + Discretionary Bonus
Fellmont Wealth Ltd
Altrincham, UK
Help Build a Modern Financial Planning Firm
Fellmont Wealth is a newly launched, directly FCA-authorised independent financial advice firm combining personal service with modern, technology-driven systems.
We already have an established and growing client bank and are looking for our first full-time Financial Planning Administrator to join the business and work directly alongside the founder.
This is a brilliant opportunity for someone who wants more than a standard admin role. You’ll have genuine input into systems, processes and the future growth of the business from day one.
Fellmont Wealth was established to do financial advice differently, we want to adopt the latest technology, increase efficiencies and provide clients with the best experience possible.
The Role
You’ll support the day-to-day delivery of financial planning services, including:
* Managing client administration and provider interactions
* Supporting the end-to-end advice process
* Preparing documentation for meetings and recommendations
* Submitting and tracking new business
* Maintaining CRM workflows and client records
* Helping improve systems and operational processes
* Delivering a smooth, professional client experience
* Speaking with clients to arrange/organise further information
What We’re Looking For
We’re looking for someone experienced within financial planning administration who can confidently work within a regulated advice environment. We want you to influence how Fellmont Wealth builds its systems/processes and has a genuine interest in working for a different type of financial advice firm.
Ideally, you’ll have experience with:
* Adviser platforms and provider systems
* Financial planning and suitability processes
* Dealing with financial adviser requests
* Preparing client reports & review packs
We’d love to hear from people who are:
* Self-motivated and proactive
* Organised and detail-focused
* Comfortable with technology and systems
* Friendly and professional with clients
* Excited by the idea of helping build a growing business
What We Offer
* Discretionary bonus
* Enhanced pension contributions
* Full training and study support
* 22 days holiday + bank holidays
* Additional Christmas office closure
* Hybrid and flexible working
* 4-day week considered
* Genuine progression opportunities
* Real input into how you and the firm work.
* A modern, collaborative and supportive working environment
Why Join Fellmont?
This is a rare opportunity to join a modern advice business at the start of its growth journey while benefiting from an established client base and strong foundations.
You’ll be trusted, involved and encouraged to help shape how the business evolves — with real long-term career potential as the firm grows.
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