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