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, 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 won Professional Adviser’s Best Financial Advisers to Work For!


Best Financial Adviser to Work For 2022


Please send your CV and covering message to recruitment@balancewealth.uk


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.