Financial planning administrator / wealth management Work, Jobs in Derby, Eng (with Salaries)

Financial Planning Administrator / Wealth Management Administrator
Willday Wealth Management —Leicester
- £32,000 - £37,000 a year
- Full-time
- Organisational skills
- Financial services
- In-person
- Free parking
- Annual leave
Quick apply
8d
Financial Planning Administrator
Cooper Parry —Derby
- Full-time
- Analysis skills
- Training & development
Financial Services Administrator
Witcher Associates —Leicester
- £25,500 - £33,000 a year
- Full-time
- Organisational skills
- Computer skills
- Financial services
- Annual leave
Quick apply
2d
Financial Administrator
Perspective Financial Group —Ashbourne
- Monday to Friday
- Computer skills
- Communication skills
- Referral programme
2d
Sales Administrator
Project Better Energy —Burton-On-Trent
- £26,437 a year
- Full-time
- Microsoft Word
- CRM software
- Microsoft Excel
- Employee assistance programme
- Employee discount
Quick apply
1d
Administrator
Hoxton Wealth —Lichfield
- Full-time
- CRM software
- Social media management
- Administrative experience
Quick apply

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Financial Planning Administrator / Wealth Management Administrator

Willday Wealth Management
Leicester

Quick apply

Job details

Full-time
£32,000 - £37,000 a year
8 days ago

Benefits

Free parking
Casual dress
Cycle to work scheme
Annual leave
Company pension
Company events
Private medical insurance
Gym membership
Referral programme
Sick pay

Qualifications

Investment
Financial planning
Pension
Administrative support experience
Organisational skills
Financial services
Financial advisory support experience

Full job description

Ready for a financial planning role where you're actually valued?

Willday Wealth Management is growing, and we're looking for an experienced and highly organised Financial Planning Administrator to join our Leicester team.

We're a Chartered Wealth Management firm with ambitious plans for the future, but we're deliberately keeping the thing that matters most: a personal service for our clients.

This isn't a call-centre environment and you won't disappear into a huge administration department.

You'll become an important part of our team, working directly alongside our Financial Advisers and helping make sure our clients receive an exceptional service.

What you'll be doing

You'll take ownership of the day-to-day administration that keeps a busy wealth management practice moving, including:

Processing new business and tracking cases through to completion
Preparing annual review and client meeting packs
Obtaining valuations and policy information
Processing Letters of Authority
Liaising with pension, investment and insurance providers
Chasing outstanding information and keeping cases moving
Maintaining accurate client records and our FCA daybook
Preparing portfolio valuations and fund information
Producing FE Analytics research
Producing CashCalc cash-flow reports
Completing straightforward online applications and submissions
Organising documentation following client meetings
Speaking with clients and providers by telephone and email
Supporting advisers before, during and after client meetings

Most importantly, we want someone who takes ownership.

If something needs chasing, you chase it.
If something isn't right, you spot it.
If a client needs an update, you make sure they get one.

Who we're looking for

Ideally, you'll already have experience within an IFA, financial planning or wealth management business.

We'd particularly like to hear from you if you have:

2+ years' financial services administration experience
Good knowledge of pensions and investments
Experience dealing with providers and platforms
Strong attention to detail
Excellent organisational skills
Confidence communicating with clients
Experience using financial planning CRM systems
FE Analytics and/or CashCalc experience advantageous, but not essential

Qualifications are welcomed, but attitude, accuracy and ownership matter more to us than letters after your name.

What you'll get

£32,000 – £37,000 basic salary, depending on experience

Plus:

Discretionary quarterly team bonus
Private medical insurance
Free DMU gym membership
Workplace pension
28 days' annual leave including bank holidays
An additional day's holiday for every year with Willday, up to 5 additional days
Employee and client referral rewards
Support and funding towards relevant professional qualifications
Regular training and development
Genuine opportunities to progress as Willday Wealth Management grows

Working hours

Monday to Friday, 8:00am – 4:00pm

This is an office-based position in Leicester.

We believe a wealth management business works best when the team knows one another, communicates properly and works together.

Why Willday?

We're building something different.

We're ambitious about growing the business, investing in technology and improving the experience we give our clients — while remaining personal enough that every member of the team can make a genuine difference.

For the right person, this isn't simply another administration job.

It's an opportunity to grow with us.

If you're an experienced Financial Planning Administrator who's ready for your next move, we'd love to hear from you.

Apply through Indeed with your CV and a short introduction.

Pay: £32,000.00-£37,000.00 per year

Benefits:

Casual dress
Company events
Cycle to work scheme
Free parking
Gym membership
Private medical insurance
Referral programme
Sick pay

Application question(s):

How many years of experience do you have working within an IFA, financial planning or wealth management business?
Do you have experience administering pensions and/or investment products, including liaising directly with providers or investment platforms?
Which of the following have you previously been responsible for?

Processing new business
Letters of Authority
Obtaining policy information and valuations
Preparing annual/client review packs
Chasing providers and platforms
Pension administration
Investment administration
Cash-flow modelling
Fund/investment research
Maintaining CRM/client records
None of the above

Which financial planning systems or tools have you used? Please include any CRM, provider platforms, FE Analytics, Defaqto or CashCalc experience
This position is office-based in Leicester, Monday to Friday, 8:00am–4:00pm, with a salary of £32,000–£37,000 depending on experience. Are you comfortable with these arrangements?

Work Location: In person

Quick apply

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Financial Planning Administrator / Wealth Management Administrator