
Please send your CV and covering message to recruitment@balancewealth.uk
Administrator
We are looking for an Administrator to join our growing team.
About you
We are looking for someone with specific experience and skills. You should be able to tick these boxes:
- Administration experience in a financial planning company for at least two years.
- Experience in processing authority letters and gathering data about a client’s investments, pensions and life assurance policies.
- Understanding of financial transactions including those related to investments, insurance policies, sales, fund switches, withdrawals.
- Financial administration qualifications would be advantageous.
- Comfortable with using different types of technology and systems, including CRM and project management systems, and a range of investment platforms.
Job role
- Processing authority letters, and gathering financial data for new clients and annual reviews.
- Preparing application forms and client documentation.
- Processing financial transactions on platforms.
- Preparing client reviews, including gathering financial data, updating goals information and setting up meetings.
- Dealing with the post, emails and any correspondence relating to clients or their financial situation.
- Providing administrative support to the financial planners and paraplanners as required.
- Supporting clients with administrative queries and communication as required.
We offer all of this
- A supportive environment for continual learning. All technical qualification and training costs are met by the company.
- The opportunity to be part of a team delivering truly great financial planning advice to our interesting clients, working closely with all our financial planners and paraplanners.
- The role is full-time and based in our West Bridgford, Nottingham office. The office is closed on Mondays and Fridays. You would be expected to work remotely on those days and in the office Tuesday – Thursday. Flexible working is encouraged.
- Salary is dependent on experience.
- Attractive benefits including pension, life insurance, online GP service, onsite parking, mobile phone. The company has a strong employee wellbeing focus.