Administrator
Perm
Heaton Moor
Cheshire
To £35,000
Financial Services
Sales Support/Administration
623167
Like your job but not who you work for? You're not alone. It's one of the major reasons people are seeking a new position based on the conversations we have.
And when you're overworked, underpaid and underappreciated, who can blame you for looking around?
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.
They develop and nurture their staff. That's not just about advancement and promotions, it's also about helping you become the best at your job you can be.
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) alongside a healthy salary (up to £35,000).
Alongside that there's a decent benefits package including life assurance and income protection. Plus 25 days holiday and an extra 2-3 days off over Xmas because as the firm says - who wants to work then anyway?
There's also 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 the job you'll work with the firm's three planners, its paraplanner 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.
——————————————————————---------------------------------------
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.
And when you're overworked, underpaid and underappreciated, who can blame you for looking around?
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.
They develop and nurture their staff. That's not just about advancement and promotions, it's also about helping you become the best at your job you can be.
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) alongside a healthy salary (up to £35,000).
Alongside that there's a decent benefits package including life assurance and income protection. Plus 25 days holiday and an extra 2-3 days off over Xmas because as the firm says - who wants to work then anyway?
There's also 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 the job you'll work with the firm's three planners, its paraplanner 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.
——————————————————————---------------------------------------
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.
Leanne Fairhurst
Recruiter
0161 667 0427