About the role…:
Are you an experienced Financial Planning Administrator looking for your next challenge and an opportunity to further build on your career into Senior Administration or Paraplanning? Do you love working collaboratively and have found a passion for Wealth Management?
Our Wealth team in the East Midlands are growing, and we’re currently seeking an experienced Financial Planning Administrator to join them on their journey.

ABOUT THE DAY TO DAY…

Our experienced Financial Planning Administrator role is paramount to supporting our wider team, like our Paraplanners and Relationship Managers. You will play a huge part in delivering a “best in class” service to our clients and a pivotal role helping the team succeed.

You will get stuck into:

• Managing and administrating complex client assets and the implementation of new advice
• Being responsible for our client’s data and information, making sure we are always up to date, accurate and ready to be able to deliver a fantastic service
• Regularly communicating and interacting with clients, including meeting support
• Administrating the engagement of new clients and the servicing of existing clients
• Helping the team to prepare, coordinate and follow up on/after client meetings
• Help to identify and implement change, coming up with great ideas and better ways to do things
• Ensuring an exceptional client experience and outstanding internal support

Additionally, you will need to be a role model – supporting with the development and training of other team members, sharing knowledge and best practices.
About you…:
As an experienced Financial Planning Administrator, you will work well under pressure in a fast-paced environment whilst managing a varied workload, utilising well-developed analytical skills and endeavouring to be highly organised whilst maintaining acute attention to detail. We are looking for someone who is proactive and positive to help motivate the team.

This is an important role that sits in the heart of our team so to really pull it off you need:

• A passion for financial planning with proven experience working in administration for a Financial Planning firm
• Be working towards the Diploma in Regulated Financial Planning (desirable)
• Ability to listen and ask great questions
• Effective communication and able to build strong relationships that create trust, open dialogue and be able to give and accept feedback
• Client-Centric, always prioritising the needs and satisfaction of the client
• Ability to anticipate client needs and address them without being prompted
• Solution based outlook to come up with ways to progress and resolve client requests
• Work well with internal teams to meet client expectations and build strong internal bonds
• Quickly adjust to changes in client requirements or internal processes

We want someone who enjoys being the hub of the team and who can be relied upon to keep our team ideals upheld.
About us…:
We’ve been dubbed ‘the rebels of accountancy’. So, we don’t give run-of-the-mill advice.
We’re straight-talking. Never afraid to share our opinions. We put people and relationships before products and services, and deliver a streamlined, client-focused service – free from unnecessary red tape.
That’s how we’ve become the fastest-growing accountancy firm in the UK, and we’ve never been the type to rest on our laurels.
Over the last couple of years alone, we’ve achieved some fantastic feats:
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Best Companies’ No.1 Accountancy Firm & No.30 Best Large Company to Work For in the UK

• Became B Corp Certified in 2023 and we’re still the UK’s largest accountancy B Corp, measuring and improving our impact beyond business for a brighter tomorrow
• Achieved 6 awards at the Inspiring Workplace Awards in 2024, against all businesses of all sizes in the UK and Ireland. We were recognised as “Best-in-class” for Inspiring Culture and Purpose, Wellbeing, Employee Voice and Employee Experience

• A passion for financial planning with proven experience working in administration for a Financial Planning firm
• Be working towards the Diploma in Regulated Financial Planning (desirable)
• Ability to listen and ask great questions
• Effective communication and able to build strong relationships that create trust, open dialogue and be able to give and accept feedback
• Client-Centric, always prioritising the needs and satisfaction of the client
• Ability to anticipate client needs and address them without being prompted
• Solution based outlook to come up with ways to progress and resolve client requests
• Work well with internal teams to meet client expectations and build strong internal bonds
• Quickly adjust to changes in client requirements or internal processe