Financial Planning Administrator

Feeling valued isn't just about money. 

It's about being heard. It's about an environment where you get the training to be the best you can be. It's about working with genuine, nice people who have your best interests at heart. 

It's about this company. 

This small IFA practice has the right balance. Most of their staff have been with them for years and that's because they do the things that employees need.

Firstly, they develop and nurture their staff. That's not just about advancement and promotions, it's also about helping you improve and getting fulfilment from your work. 

Secondly, they have a proper team ethos where people help each other as standard.

This ethos is clear in their bonus scheme - you’ll get a healthy % share of profits (we will tell you what when we speak but it's 4-figures) alongside a healthy starting salary of up to £35,000.

Alongside that there's a decent benefits package including:

• Life assurance
• Income protection
• 25 days holiday and an extra 2-3 days off over Xmas because as the firm says - who wants to work then anyway?

And small firms that have great benefits are typically brilliant places to work. 

Finally, there's stability.

They aren't set up to sell. Instead they're a firm that is set up to put employees and clients first with a belief that profits are a natural consequence of doing this well.

How refreshing is that?

As for their outlook they're a welcoming, warm bunch. They are neurodivergent friendly and treat every person they interview as that - a person. Someone who might be nervous. Someone who might be put off applying because CVs and interviews are a turn off. Someone who is interviewing them as much as the other way around. 

In short, the type of company that could be a forever home. 


HERE'S WHAT YOU'LL DO:

As for the job you'll work with the firm's three planners, two paraplanners and your peers on the admin team doing things like speaking to clients, processing business, getting valuations, preparing meeting packs etc.

It's important to know though that this isn't a business where the planners are on a pedestal. It's a team ethos with a team bonus and very much a flat structure. The director is very friendly/approachable and that culture is spread throughout the business - it's a very welcoming place.

  
HERE’S WHAT YOU’LL NEED:

You will be an experienced financial planning administrator.

The preference is independent experience but it's not a pre-requisite. In fact you find the idea of working independently liberating.

If you've made progress with exams then great - there is scope to develop into a paraplanner. But neither exams or the aspiration to advance are must-haves. Experience and great interpersonal skills are.

The firm is based in Stockport and believes in collaboration. There is some flexibility but the rest of the team are in the office most days.   



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Time to get the working environment you deserve? Click apply.

If you don’t have a CV don’t worry we can come to that later.

Everyone will receive a response.