Send your CV and a covering message to recruitment@balancewealth.uk.
Administrator
Role: Administrator
Type: Full time
Location: Hybrid. Remote working days and West Bridgford office 3 days a week.
Experience: At least 2 years’ experience in a similar role.
Qualifications: Not necessary but any applicable qualifications advantageous
Salary: Dependent on experience.
Closing date: 15th August 2026
About you
This role is designed for those who are already working as a Financial Services administrator.
To thrive in this role and embody our values, you’ll need:
A problem-solving mindset: For example, you notice an issue with an admin workflow,
discuss it with a team member and together suggest how it can be done better.
Pioneering spirit: For example, suggesting how our processes could be improved to ensure a
more streamlined experience for our clients.
Growth mindset: For example, getting involved in wider projects enabling the business to
grow and broadening your own knowledge.
Care and attention to detail: For example, ensuring clients’ financial transactions are
executed accurately in a timely manner keeping the client informed every step of the way.
Responsibilities
Dealing with office daily tasks: Setting up meeting rooms, greeting clients, managing the
incoming and outgoing post, printing reports and documents as required by Financial Planners.
Supporting clients: Creating comprehensive correspondence and answering client
administrative queries via email or telephone ensuring they have a reliable point of contact.
Maintain accurate client information: Inputting new client details on CRM and keeping it up
to date with client information to ensure the team have access to reliable data.
Processing financial transactions on provider platforms: Putting the client advice into
action at the final stage of the client journey. Ensuring accurate submissions, checking and
regular communication to the client and team with updates.
Collaboration: Working closely with a pod of 2-3 Financial Planners and Paraplanners providing
administrative support. Preparing review information ready for Paraplanners to create advice
reports. Collating processes and paperwork ahead of advice meetings and setting up CRM
transaction records for Paraplanners.
What we offer
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.
A supportive team culture that celebrates growth and encourages innovative, client-centric
solutions.
Comprehensive training and mentoring, with all professional 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.
About us
Balance: Wealth Planning is a Chartered Financial Planning firm helping clients gain clarity,
confidence, and peace of mind through holistic, goals-based financial planning.
We’re a team of problem solvers and forward thinkers who genuinely care about our clients and
each other. Our culture is built on kindness, collaboration, and continuous improvement.
We are independently recognised as one of the Top 100 Financial Planning companies in the UK.
Difference makes us stronger
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, gender, 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.