Experienced Financial Planning Administrator

5 days ago

Loughborough, United Kingdom Chesterton House Full time

**Who are we**

Chesterton House has been serving clients for over 30 years. We are one of only a handful of practices that can deliver a truly holistic combination of financial, legal and accountancy advice all in one place.

We help our clients to create and implement a plan to achieve their goals, to get their entire financial house in perfect order, and to have a great life Our unique integrated approach brings together experts in Financial Planning, Accountancy and Law to help you grow, manage and protect clients wealth over generations, all under one roof.

It is our mission to be a brilliant place to work by fostering a culture of personal growth, professionalism and achievement that inspires people to be the best they can be, encourages innovation and rewards excellence. As a member of the Team, you will be part of something unique, knowing the value of what were doing for our clients.

**The Role**

This role is specifically for the Financial Planning part of the business.

Our administrators are instrumental in managing our clients affairs and their experience with the company. You will work as part of as a team of 3 that deliver our service to your own bank of clients. These teams consist of the clients financial planner, paraplanner and financial planning administrator.

You will be responsible for gathering the information and for transforming the recommendations in your clients financial plans and ongoing progress review meetings, turning them into reality and managing the ongoing relationship with the client.

**Key Responsibilities**

Building and managing strong working relationships with our clients as part of their team of 3

Full implementation of your clients financial plans, and ongoing management of our service including:

- Booking progress review meetings
- Application processing
- Gather and input of data
- Maintain up to date and accurate records

**What are we looking for**

At least 3 years experience working in wealth management industry, ideally in the IFA environment

An excellent communicator with an ownership mindset and a passion for the delivery of exceptional levels of service

Up to date knowledge of products and regulatory codes of practice

Fully competent and experienced using MS Office and financial planning back office systems, particularly iO

Ability to work independently and as part of a team

Willingness to learn and grow

**Whats in it for you**
- Competitive salary
- Flexible working options
- Pension Auto-Enrolment with NEST with contributions of 9% (7% by employer)
- Life Insurance Cover at 4 times salary
- Income Protection Benefits at 60% of salary
- Funding and support for professional development
- Discounts on our services
- Generous holiday allowance, increasing with length of service
- Holiday scheme allowing for purchase or sale of up to 5 days holiday entitlement per year
- Employee Assistance Program, including 24hr confidential support service
- Employee savings platform, offering shopping discounts at online and high-street retailers
- Cycle to work scheme
- A chance to join a friendly and supportive team

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