Financial Planning Administrator

Closing date: 30/04/2025

Overview of the role is detailed below:

• Managing and administrating clients’ 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, including leading and owning the actions

Requirements for the role:

• A passion for financial planning with previous 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
• Good report writing skills
• An understanding of compliance and the regulatory framework
• 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
• Ability to organise, plan and prioritise own workload
• Quickly adjust to changes in client requirements or internal processes
• Financial Services experience essential – Specific to providing IFA support
• Good IT skills and familiarity with Word, Excel and Outlook
• Place a high importance on building strong working relationships and have the personal skills that promote open and constructive relations.

Benefits of working at Waterbridge:

• 25 days holiday plus bank holidays
• Day off for your Birthday
• Additional holiday reward
• Annual salary review
• Study support for professional industry exams
• In-house academy, professional development
• Progression to Trainee Paraplanner, Paraplanner and Financial Planner if desired
• Company Pension

If this sounds like the perfect role for you, please send your CV and covering letter to welcome@waterbridgewealth.com