FUTURE Life Wealth Management is on the hunt for an ambitious new financial planning administrator who wants to advance their career to the next level.

The Renishaw-based firm offers bespoke financial planning to generators of wealth, typically business owners, executives and professionals, and also to receivers of wealth, such as inheritors, divorcees, widows and retirees. 

Future Life Wealth Management has achieved outstanding growth since it was founded by divisional director, Jillian Thomas, in 2009 and this recruitment push is intended to ensure that it can provide its award-winning services to even more clients in 2024 and beyond.

Jillian explained: “Future Life Wealth Management continues to grow at an unprecedented rate and consequently this will be a golden opportunity for the right candidate.

“We’re looking for ambition and the right attitude – and we’ll provide a full training package as well as the opportunity to shine.

“If this sounds right for you, get in touch at the earliest opportunity and please do let anyone you know about this job, too."

The main purpose of the role is to assist with the daily administration of an award-winning paraplanning and financial advisory team.

The new recruit will have an interest in financial planning and investment management and - ideally - some experience of working within the financial services industry. Complete confidentiality is required.

Future Life Wealth Management will provide study support towards industry-leading financial planning qualifications.

The full job specification has been printed below.

To apply, please email a CV and covering letter to Future Life Wealth Management's divisional director of operations Keeley Woodcock at info@wealthmanagement.uk.com .

 

 

JOB DESCRIPTION

POST TITLE:                      Financial Planning Administrator
LOCATION:                        Renishaw, S21
RESPONSIBLE TO:             Keeley Woodcock, Divisional Director of Operations
SALARY RANGE:                Negotiable                                    

JOB PURPOSE:               The purpose of the role is to assist with the day-to-day administration supporting a busy award-winning Administration, Paraplanning and Advisory Team.

The job description and personal specification are an outline of the tasks, responsibilities and outcomes required of the role. The job holder will carry out any other duties as may reasonable be required by their line manager.

PRIMARY DUTIES AND AREAS OF RESPONSIBILITIES:

• General day-to-day administration tasks such as dealing with client enquiries, taking telephone calls, obtaining information from providers and electronic filing.
• Maintaining client information accurately on the firm’s back-office database and Investment Keeping compliant paper records for all financial planning services.
• General support to the Divisional Director of Operations, Advisers and Paraplanners in servicing clients, including preparation for meetings and individual advisory.
• Producing appropriate, clear and accurate written correspondence to a high standard, both to providers and clients via email and by post.
• Dealing effectively with the submission of new business, including accurate completion and submission of application forms, submission of business via platforms and online.
• Assist and produce portfolio valuations and keeping relevant client data current and up to date. This requires analytical skills to carefully check figures and ensure that back-office data is correct to provide a client with a clear and accurate report.
• The ability to demonstrate good technical knowledge to undertake the relevant area of work and seek solutions to technical issues. The ideal candidate would have a proactive approach to problem solving.
• The ability to manage own time and work to deadlines, to take instruction from senior staff and execute tasks as required.
• Communicating effectively with senior team members as well as administration staff and working well in a team as a whole is crucial. Liaising with colleagues from all department teams within the firm, to assist with the effective management of client affairs is required.
• Commission & Adviser Fee reconciliations and presenting these to Divisional Director of Operations and the Accountancy Team.

We would like the candidate to have experience working within the financial services industry. We would require the candidate to have an interest in financial planning and investment management. Future Life Wealth Management do offer study support towards Financial Planning qualifications.

CONFIDENTIALITY:

The post-holder may have access to confidential information relating to clients and their business interests or employment, they may also have access to information relating to Future Life Wealth Management as a business organisation. All such information from any source is to be regarded as strictly confidential.

Information relating to clients may only be divulged to authorised persons in accordance with the Federations policies and procedures relating to confidentiality and the protection of personal and sensitive data.

HEALTH & SAFETY:

The post holder will assist in promoting and maintaining their own and other’s health, safety and security as defined in our Health & Safety Policy.

EQUALITY AND DIVERSITY:

 The post holder will support the equality, diversity and rights of clients and colleagues to include

• Acting in a way that recognises the importance of people’s rights, interpreting them in a way that is consistent with our procedures and policies and current legislation.
• Respecting the privacy, dignity, needs and beliefs of clients and colleagues.