Administrator

**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.
- Processing financial transactions on platforms.
- Preparing client reviews, including gathering financial data, updating goals information and setting up meetings.
- 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.

**How to Apply**

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