Why choose to join our team?

We have a strong ethos of growth, kindness and collaboration. This 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 in 2022, 2023, 2024 & 2025; we have Chartered Financial Planner status and are regularly judged to be a Top 100 Financial Planning company. And this is why:

  • 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.
  • We focus on holistic, goals-based financial planning advice for our clients, with cashflow forecasting as standard. Our planning work is interesting, varied and can be complex.
  • We support and encourage flexible working. You can work around your other commitments. That includes working at home and hybrid working.
  • We invest in our team. You can attend courses, take exams and continue your professional development with us. 
  • We are working hard to be a great employer. But don’t just take our word for it…we regularly win Professional Adviser’s Best Financial Advisers to Work For.

 

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Email your CV to recruitment@balancewealth.uk

Administrator

Balance: Wealth Planning is a Chartered Financial Planning firm that exists to educate, enrich, and empower all through our goal-based holistic financial planning. Our reason for being is to provide clients with security, peace of mind, and the ability to focus on what truly matters in life.

We strive to positively influence lives through financial planning, and we achieve this by living out our core values in all the work that we do. As part of our team, you’ll play a crucial role in helping us make a meaningful impact on our clients’ lives. We’re driven to be problem solvers, pioneers, and growth-oriented, and we genuinely care for our clients and each other. These values shape everything we do — from helping clients navigate life’s challenges, to creating innovative solutions, to building a collaborative, growth-focused environment for our team.

Our ethos of kindness, collaboration, and growth ensures we build and maintain strong partnerships with our clients and among our team. It’s why we’re recognised as one of the top financial planning companies to work for and regularly named a Top 100 Financial Planning company.

By valuing great communication, strong data, and efficient processes, we empower our skilled team to deliver exceptional client outcomes and experience the satisfaction of meaningful work.

About you

To thrive in this role and embody our values, you’ll need:

  • Administration experience in a financial planning company for at least two years.
  • Problem-solving skills: Evident in handling time-sensitive transactions and supporting client queries.
  • Pioneering spirit: Identifying inefficiencies in processes or how information is gathered and dealt with to enhance the client experience.
  • Growth mindset: Experience across a wide range of financial planning areas, with a commitment to continual learning and improving your expertise.
  • Care and attention to detail: Exceptional attention to detail, a positive approach, and organisational skills that ensure clients’ financial transactions are executed seamlessly.

Technical Skills

  • Strong capability with technology and systems, including CRM, project management tools, and investment platforms, aligning with our pioneering approach to leveraging technology for efficiency.
  • A solid understanding of financial transactions, including investments, insurance policies, sales, fund switches, and withdrawals, and a proactive approach to streamlining processes.
  • Financial administration qualifications are an advantage, reflecting your dedication to personal growth and professional development.

Responsibilities

  • 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.

What we offer

  • A supportive team culture that celebrates growth and encourages innovative, client-centric solutions.
  • Comprehensive training and mentoring, with all qualifications and development costs covered.
  • Flexibility with hybrid working and a focus on work-life balance. Our West Bridgford office is open Tuesday–Thursday, with remote working on other days.
  • An attractive benefits package, including a competitive salary, pension, life insurance, online GP access, generous holidays with buy-more options, and more.
  • This is a full-time and employed role. Salary depends on experience.

At Balance, you’ll be part of a team that values your contribution and offers the chance to grow in a positive, forward-thinking environment.

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.

How to Apply

Send your CV and a covering message to recruitment@balancewealth.uk.

Join us in a role where your skills, ambitions, and values align with a company that genuinely cares about making a difference.