Administrator

It's possible to love your job and the people you work with but not the company itself. And that's no more true than when you're bought out.

And whilst there are pluses and minuses, one impact of consolidation is the very nature of your business changes. Bit by bit management changes. Culture changes. And you begin to realise that it's time for you to make a change too.

This fiercely independent and fiercely proud small IFA isn't set up to sell.Instead it is one that is set up to put employees and clients first with a belief that profits are a natural consequence of doing this well. And this team ethos is reflected 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).

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?

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.   

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Time for change? Click apply. If you don’t have a CV don’t worry we can come to that later.

Everyone will receive a response.