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, and withdrawals.
- Experience in gathering information for review including valuations, charges and performance and any other specific information required.
- 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.
- You just be a good communicator, a team player and able to prioritise your workload.
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.
Balance: Wealth Planning is a Chartered Financial Planning firm that focuses on goals-based holistic financial planning.
We have a strong ethos of growth, kindness and collaboration, which influences how we work with our clients, our professional peers, and each other. That’s why we are recognised as one of the top financial planning companies to work for, and are regularly judged to be a Top 100 Financial Planning company.
We firmly believe in the power of great communication, strong data and efficient processes. Together, they mean our skilled team can create and maintain financial plans for our clients, and we all get the satisfaction of work well done.
As a company whose board members are all women or from a minority ethnic background, we really value diversity and everyone being fairly included. We welcome applications from all candidates and promise they will be considered on their own merits, regardless of race, sex, disability, age, religion or sexual orientation. If you are likely to need adjustments to perform this role please contact us to discuss this further.
Email your CV to recruitment@balancewealth.uk
Paraplanner
We are looking for an experienced Paraplanner to join our growing team.
About you
We’d love for you to have this experience and skillset:
- Strong technical knowledge about investment, pension and life assurance products including their benefits and taxation.
- Good understanding of tax allowances, trusts and business structures as part of a financial plan.
- Experience with using a cashflow forecasting system, ideally Voyant.
- Diploma status and at least 3 years paraplanning experience.
- Strong capability with technology and systems, including Excel.
- Great attention to detail, positive approach, very well organised, and a problem-solving mindset.
Responsibilities
- Working collaboratively with our financial planners, you will help give advice to our clients. You will create lifetime cashflow forecasts with multiple scenarios to test the extent to which they can achieve their goals. You will then write a financial plan with our summary advice, accompanied by a suitability report for regulated recommendations.
- Ensuring financial plans and ongoing reviews for your clients are delivered accurately and on time, with subsequent transactions processed accurately and according to service expectations.
What we offer
- The opportunity to work in a positive team, with interesting work and room to grow.
- A supportive environment for continual learning. All qualification and training costs are met.
- Attractive salary and benefits package with pension contributions, life insurance, online GP, mobile phone, generous holidays with option to buy more, discounted shopping and more.
- This is a full time role with hybrid working and flexible hours. Our West Bridgford office is closed Mondays and Fridays. You would be expected to usually work in the office Tuesday – Thursday.
Balance: Wealth Planning is a Chartered Financial Planning firm that focuses on goals-based holistic financial planning.
We have a strong ethos of growth, kindness and collaboration, which influences how we work with our clients, our professional peers, and each other. That’s why we are recognised as one of the top financial planning companies to work for, and are regularly judged to be a Top 100 Financial Planning company.
We firmly believe in the power of great communication, strong data and efficient processes. Together, they mean our skilled team can create and maintain financial plans for our clients, and we all get the satisfaction of work well done.
As a company whose board members are all women or from a minority ethnic background, we really value diversity and everyone being fairly included. We welcome applications from all candidates and promise they will be considered on their own merits, regardless of race, sex, disability, age, religion or sexual orientation. If you are likely to need adjustments to perform this role please contact us to discuss this further.