Job Description

There is currently an opportunity to join Balance: Wealth Planning as a senior administrator. We are a firm of Financial Planners that advise our clients on how to manage their wealth in the best way possible.

The role will ideally be full-time although there is some flexibility over how working hours are structured to suit you. Salary dependent on experience.

You will be responsible for:

• Migration of data between platforms and managing transactions associated with this
• Managing the financial planning projects being worked on in our paraplanning team, making sure they have all the information they need at the right time, and the time in their schedules to prepare what’s needed to complete their work on time
• Preparing application forms and client documentation
• General client administration and communication
• Addressing complex administration queries and investigating any problems
• Providing support to financial planning advisers and paraplanner as required

What makes us interesting

• We offer holistic financial planning advice to our clients – predominantly affluent individuals and families
• Passive investment approach
• Cash flow forecasting as standard
• We charge fixed fees, not a percentage of assets under management
• We support and encourage flexible working
• Chartered Financial Planning firm

Required Knowledge, Skills, and Abilities

We are looking for someone who is incredibly organized, with outstanding written and verbal communication skills. You will enjoy speaking to people by phone, get satisfaction from ticking things off your to-do list and being part of a busy team. This role would suit someone with at least three years’ experience of working in a financial advice firm who is looking for the opportunity to work for an innovative and forward-thinking company, which will support you with your qualifications and career progression. You will ideally have several financial planning qualifications under your belt and be familiar with a range of financial platforms, providers and product types. If you don’t have exactly what we’ve outlined, but you’re a quick learner, hard-working and think you would be a great fit, just tell us why we should consider you. What’s most important is that you have the qualities and strengths we’re looking for.