Financial Planning Administrator
Perm
Bradford-on-Avon
Somerset
To £35,000
Financial Services
Sales Support/Administration
599103
This IFA business is evolving. But rather than selling to a consolidator they're keeping succession planning in-house.
That means stability. It means modernisation and for you, opportunity.
It's already a successful, profitable company. But with succession planning in mind they've conducted a review and have recognised the need for investment. That will include the potential acquisition of other firms but also investment in it's staff.
Which is where you come in.
They have several vacancies to join their existing team, a team where retention is the watchword. Most of the team have been here for more than seven years and that doesn't happen by accident.
It happens when you nurture and develop people. It happens when you trust and empower then. And it happens when you reward them fairly for the work they do.
This includes structured onboarding and regular reviews with two-way feedback. It includes ongoing training and support with exams. But it also includes getting your own mentor.
They're currently recruiting for a number of administrators. The admin team currently includes 4 employees but the intention is for this to grow to 6 or 7 in the next few months.
You'll support the firm's planners and paraplanners, liaising with clients and providers and processing new business. You'll also prepare client meeting packs and take ownership of arranging letters of authority.
This position comes with a starting salary of between £25,000 and £35,000 depending on experience and qualifications. There's also a range of benefits:
HERE'S WHAT YOU'LL NEED:
You'll have at least some experience as a financial planning administrator.
The firm are hiring two junior administrators where the amount of experience is less important than character, the ability to learn and attention to detail. For those seeking the higher end of the salary bracket then levels of experience and exam progress will be of keener interest.
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Want to know more? Click apply and we will be in touch to answer your questions.
Don't have a CV? No problem. Just send us a way of contacting you. We can come to the CV later.
Everyone will receive a response.
That means stability. It means modernisation and for you, opportunity.
It's already a successful, profitable company. But with succession planning in mind they've conducted a review and have recognised the need for investment. That will include the potential acquisition of other firms but also investment in it's staff.
Which is where you come in.
They have several vacancies to join their existing team, a team where retention is the watchword. Most of the team have been here for more than seven years and that doesn't happen by accident.
It happens when you nurture and develop people. It happens when you trust and empower then. And it happens when you reward them fairly for the work they do.
This includes structured onboarding and regular reviews with two-way feedback. It includes ongoing training and support with exams. But it also includes getting your own mentor.
They're currently recruiting for a number of administrators. The admin team currently includes 4 employees but the intention is for this to grow to 6 or 7 in the next few months.
You'll support the firm's planners and paraplanners, liaising with clients and providers and processing new business. You'll also prepare client meeting packs and take ownership of arranging letters of authority.
This position comes with a starting salary of between £25,000 and £35,000 depending on experience and qualifications. There's also a range of benefits:
- Company pension scheme with enhanced company contributions
- Employee Assistance Programme – Health Assured (a 24 hour helpline to support you through any of life’s issues or problems. This is confidential, easy to access and often 1-1 counselling sessions are included as necessary)
- Full training with a designated mentor to support the right candidate
- Free Eye Test Vouchers
- Discretionary Company Sick Pay
HERE'S WHAT YOU'LL NEED:
You'll have at least some experience as a financial planning administrator.
The firm are hiring two junior administrators where the amount of experience is less important than character, the ability to learn and attention to detail. For those seeking the higher end of the salary bracket then levels of experience and exam progress will be of keener interest.
-----------------------------------------------------------------------------------------
Want to know more? Click apply and we will be in touch to answer your questions.
Don't have a CV? No problem. Just send us a way of contacting you. We can come to the CV later.
Everyone will receive a response.
Leanne Fairhurst
Recruiter
0161 667 0427