Who are we Chesterton House has been serving clients for over 30 years. We are one of only a handful of practices that can deliver a truly holistic combination of financial, legal and accountancy advice all in one place. We help our clients to create and implement a plan to achieve their goals, to get their entire financial house in perfect order, and to have a great life Our unique integrated approach brings together experts in Financial Planning, Accountancy and Law to help you grow, manage and protect clients’ wealth over generations, all under one roof. It is our mission to be a brilliant place to work by fostering a culture of personal growth, professionalism and achievement that inspires people to be the best they can be, encourages innovation and rewards excellence. As a member of the Team, you will be part of something unique, knowing the value of what we’re doing for our clients. The Role Our administrators are instrumental in managing our clients’ affairs and their experience with the company. You will work as part of as a team of 3 that deliver our service to your own bank of clients. These teams consist of the client’s financial planner, paraplanner and financial planning administrator. You will be responsible for gathering and maintaining client information and for implementing the recommendations in your clients’ financial plans, turning them into a reality, and the administration of the ongoing service relationship to ensure they remain on track to achieve their goals. Key Responsibilities Building and managing strong working relationships with our clients as part of their team of 3 Full implementation of your clients’ financial plans, and ongoing management of our service including: Client liaison and support Booking progress review meetings Preparing meeting packs Gathering and input of data Anti money laundering checks Maintain up to date and accurate records Application and LOA processing Skills Accuracy & Attention to detail Technologically adept Active listening Self-management and organisational skills Ability to follow current practices and processes A logical mind and a lateral thinker Able to communicate ideas in a straightforward way Adaptability Able to collaborate and share ideas and solutions Can do attitude and a desire to deliver high levels of service Ability to work independently and as part of a team Willingness to learn and grow What are we looking for At least 3 years’ experience working in wealth management industry, ideally in the IFA environment Awareness of Financial Services and legislations and applications such as GDPR, AML, Vulnerable clients, Treating Customers Fairly Awareness and understanding of compliance processes and procedures What’s in it for you You’ll enjoy a host of benefits including flexible working, funding and support for personal professional development, discounts on our services, increased employer pension contributions, inclusion in group death in service and permanent health insurance schemes and more, such as: 34 days holiday including bank holidays increasing at 3 and 5 years Holiday scheme allowing for purchase or sale of up to 5 days holiday entitlement per year. Pension Auto-Enrolment with NEST with contributions of 9% (7% by employer) Life Insurance Cover at 4 times salary Income Protection Benefits at 60% of salary Employee Assistance Program, including 24hr confidential support service Offices in Loughborough, with flexible working and homeworking options A chance to join a friendly and supportive team