Financial Planning Administrator

Administrator required for a busy, award-winning financial planning firm. Ideally, we would like some relevant experience, but we are happy to train someone into this role. If you have the administration skills we require, please apply, we would love to hear from you!

Are you the super organised and detail orientated person we are looking for?

Would you like to work in a financial adviser firm that is full of highly experienced people?

This is an excellent opportunity to join an industry leading business. We are a small, friendly, family-run firm and this is a great place to learn from the best. The financial planning administrator role is a crucial one in our business and plays an important part in the delivery of high levels of client service. We offer excellent training, and this is a great place to learn and develop your skills.

The role

Reporting to the Practice Manager, the duties are important and varied and include:

• Providing comprehensive administrative support to the financial planners.
• Handle client onboarding, data entry, and file maintenance.
• Prepare and organise financial reports, presentations, and correspondence.
• Assist with client research and due diligence.
• Manage appointment schedules and co-ordinate client meetings.
• Compile and maintain client documentation, including investment statements, account summaries and regulatory filings.
• Maintain a professional and courteous demeanour in all interactions with clients and colleagues.

Essential Skills

• Proven experience in an administrative or customer service role preferably gained within financial planning or a related industry.
• Proficiency in Microsoft Office Suite, including Word, Excel, and Outlook.
• Excellent communication and interpersonal skills.
• Ability to maintain confidentiality and discretion.
• Detail-oriented and organised with a strong attention to accuracy.
• Ability to work independently and as part of a team.

Benefits

23 days holiday, plus 3 days between Christmas and New Year Birthday Bonus Day Death in Service, Workplace Pension scheme with a 9% employer contribution.

Additional Information

Rural location with ample free parking.

About the Company

Based in Wiltshire, Lexington Wealth Management is an independently owned, family-run financial planning practice that has been established since 1995. We specialise in the provision of comprehensive financial advice and wealth management services to a select number of private clients who appreciate that we are a family business, focused on building long-term, collaborative relationships with an emphasis on personalised service. We have won many awards that we are proud of including winning the NMA Top 100 award 6 times including 2002 and The David Norton Building Excellence Award in 2019. In 2017 Warren Shute won the prestigious CISI Financial Planner of the Year award.

Further information

We are using advertising recruiters Recruitment Rebellion Limited to assist us with this vacancy.

Adverts run for up to 40 days and we encourage applications during this period. The interviewing process can start at any time and adverts can be ended early if a suitable candidate is found.

Our application process is designed to be fair, straightforward, and inclusive to engage with as many applicants as possible. If you require reasonable adjustments, please let us know.

Only shortlisted candidates will be contacted.

In order to give your application the best chance of success, please:

Check that you meet the criteria for the role.

Apply with a CV that is clear, concise, and correct.

Tailor your CV to highlight your experience and relevant achievements to the position.