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About Us:
Wade Wealth Partners are a boutique independent financial planning practice based in London, specialising in pensions, investments, mortgages, and protection needs. We take a holistic view of our clients? finances, and believe the best outcomes are derived from creating robust financial plans collaboratively with our clients.
Our diverse client base predominantly comprises young, ambitious wealth accumulators. We tailor robust and tax-efficient financial strategies to meet their short, mid, and long-term goals. We excel in navigating complex financial needs. Our top priority? Always our clients.
We are tech focussed and believe in utilising our tech stack to streamline our processes and efficiencies. We embrace change. Our consistent organic growth exceeding 25% annually is a testament to our commitment to excellence. This success is fuelled by the positive experiences of our clients, who often become our most vocal advocates, referring us to their personal and professional networks alike.
As we continue to expand, we are excited to welcome a Financial Planning Administrator into our dynamic team.
The Ideal Candidate:
This opportunity offers the right individual the chance to join an established, fast growing small business, where you can play a key role in shaping its future and sharing in its success.
In this role, you will be committed to providing excellent support to our small team of experienced planners and act as a first point of contact for our wealth clients. You?ll be able to work quickly, efficiently and accurately when under pressure.
This role would suit someone who sees administration and providing brilliant support as a career, and not just a stepping stone.
We believe in a collaborative and inclusive work environment. You will be actively involved in various aspects of our operations, from general administrative tasks and client report writing, to direct client interactions. We encourage you to bring fresh perspectives to our systems and processes and take the initiative in managing projects as they arise. If you?re passionate about pursuing a career in financial planning administration and are eager to learn and grow within a flexible and forward-thinking team, we would be delighted to have you on board.
Responsibilities:
- Supporting two busy financial planners
- Preparing of suitability reports / general paraplanning duties
- Preparing and sending letters of authority
- Loading, and processing new business and ensuring all of our processes are followed
- Communicating with clients
- Creating review packs and annual suitability reports
- Updating the back-office systems
- Liaising with and chasing providers and insurers as required
- Cashflow simulations
- Analysing client risk questionnaires
- Processing ad-hoc client requests
*This is not an exhaustive list. You will need to be flexible, in order to help meet the ever-changing needs of the business.
Person Specification:
- Three years? experience in a financial planning administration role ? Required
- Excellent written and verbal communication ? Required
- The ability to manage heavy workloads, prioritise work and communicate effectively ? Required
- GCSE (or equivalent) Maths and English to grade B or above ? Required
- Experience with Intelliflo, MoneyInfo, DocuSign and FEAnalytics ? Desirable
- Experience with Transact and Fundment ? Desirable
- Relevant industry qualifications ? Desirable
Benefits:
- Relevant industry qualifications paid for (including study time as required)
- 25 days annual leave + public holidays + festive office closure
- 5% matched pension contributions (applicable after one year. During year one, the statutory pension contributions of 5% employee and 3% employer will be paid)
- Private Medical Insurance through Bupa
- A bonus up to 15% of your salary
- Free Lunch Thursday (we have some amazing street food vendors nearby)
- Interest free season ticket loan if required
- Mobile phone
- Laptop
- Bright, modern offices directly opposite Waterloo train and underground station
