Established in 1983, Boolers has grown organically by placing clients at the centre of our business. We now look after more than £1.1bn of client assets and provide advice and support to high-net-worth clients across the UK from our office in Enderby, Leicestershire.
Our success is built on excellent service, high standards of advice, and long-term relationships based on trust, professionalism, and respect, which applies equally to our clients and our people.
We recruit, develop, and retain individuals who share our values and want to contribute to the continued success of the business. We actively support progression, including the potential for future equity ownership where appropriate and subject to business needs and individual assessment.
We are committed to high standards of knowledge and skill, demonstrated by our Chartered Status, and encourage employees to develop their qualifications throughout their career.
In 2026, we were proud to receive Professional Adviser’s “Best Financial Advisers to Work for” award for the fourth time, reflecting both our company policies and anonymous employee feedback.
Our Values
People are at the heart of everything we do, delivering professional excellence by developing, sharing, and applying our expertise. All built on a foundation of trust and empowerment to take ownership.
Role Overview
To be the in-house owner and internal point of contact for a portfolio of clients, providing a quality administration service for individuals, companies, trusts and charities. The role is responsible for maintaining accurate client and internal system records that meet the requirements of the firm and the regulator, while providing technical and administrative support to the Investment Manager and Financial Planner.
Main Tasks
- Be the key internal point of contact for a portfolio of clients, responding to client queries and completing day-to-day portfolio administration.
- Take ownership of each client within the allocated portfolio by understanding their needs, producing relevant documentation, adhering to deadlines, and using task management within our CRM, Intelliflo.
- Produce, collate, and issue meeting packs for annual review meetings.
- Issue client meeting notes, coordinate and undertake action points.
- Communicate with clients by effectively liaising with Financial Planners, Paraplanners, internal pension teams (SIPP and SSAS) and third-party providers via telephone, email and secure portal.
- Provide administrative support to the Boolers Financial Planner Team.
Day to Day Portfolio Management
- Create, maintain and take ownership of accurate client records across internal and external systems, including but not limited to Intelliflo, Virtual Cabinet, Moneyinfo, Yardstick and third-party platforms, including Pershing, Quilter and Aviva.
- Liaise with internal pension teams (SIPP and SSAS) to ensure all other internal records are accurately maintained.
- Prepare and coordinate meeting packs for client meetings, including performance analysis of underlying plans, together with recommendations for change advised by the Paraplanning Team, Investment Manager and/or Financial Planner, where appropriate.
- Administer recommendations in accordance with our advice and the client’s approval, including processing transfers, contributions, withdrawals and investment changes within pension and investment products in a timely fashion, using task management within our CRM, Intelliflo.
- Communicate with clients securely and promptly via telephone, email, letter and Moneyinfo, as well as with fellow professionals, e.g. accountants and solicitors.
- Invoice clients and process fees in accordance with our advice.
- Produce bespoke documents and calculations as and when needed or requested.
- Carry out other routine administration tasks and deal with client queries within the field of expertise/range of authorisation.
- Maintain awareness of global investment markets and how these may impact the investment decisions made by the Investment Committee and the recommended funds/portfolios we propose.
- Maintain awareness of the pension and investment products we offer, alongside tax and pension legislation, and how these impact our clients and the products and investments we use.
- Work with SIPP, SSAS, Paraplanning, Investment Managers, and Financial Planners to ensure the effective preparation of client documents before and after meetings.
- Work with other members of the team to provide peer checking, where appropriate, to minimise errors, meet deadlines, and provide holiday cover.
- Provide information to the Accounts Team where necessary.
- Provide information to and liaise with platforms and providers.
Benefits
- Salary £28,000 to £33,000 (dependent on qualifications, knowledge and experience.)
- Discretionary bonus.
- 4 x salary life assurance.
- Pension; 5% employer contribution, increasing incrementally in recognition of continuous service. Salary sacrifice scheme available.
- 24 days’ holiday, increasing incrementally in recognition of continuous service, in addition to bank holidays.
- Free parking.
- Hybrid Working Scheme – following completion of initial training.
Person Specification
Qualifications & Experience
- Educated to A level standard (or equivalent) as a minimum.
- A minimum of 2 years’ experience in a financial services administration role.
- Degree in a relevant specialty.
- To hold CII Award/Certificate/Diploma units or equivalent, or to be willing to obtain CII Award/Certificate/Diploma units.
- 5 years’ experience in a financial services administration role.
Knowledge & Skills Required
- Good technical knowledge of pensions and investments, their associated products, and their use in Financial Planning.
- Ability to communicate effectively with clients, providers, accountants, and other professional connections via various methods – phone, letter, email, etc.
- Ability to create, maintain, and take ownership of accurate computer-based records.
- Knowledge of Data Protection legislation.
- Ability to work within level of authority and to refer work when appropriate.
- Good, technical knowledge of Financial Services in general and legislation relevant to the role.
- Knowledge of IT systems and programmes relevant to the role (Intelliflo, Virtual Cabinet, Moneyinfo, Pershing, Quilter, Aviva, Adobe and the Microsoft 365 suite).
- Knowledge of different pension types (defined contribution, defined benefit, annuity) and retirement phases (accumulation, crystallisation, decumulation)
- Knowledge of different investment types (Unit Trusts/OEICs, Exchange Traded Funds, Investment Trusts, direct equities) and asset types (Equity (UK & Global), Fixed Interest, Property, Commodities).
- Knowledge of money-weighted return, carry forward, capital gains tax, lump sum allowance and lump sum and death benefit allowance calculations.
- Knowledge of money laundering procedures relevant to the role and individual responsibilities in this area.
Disposition
Shares Boolers values and demonstrates the associated behaviours
