Financial Planning Administrator

Exchange Street Claims ltd; Warrington; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

An innovative financial advice business in Warrington is seeking a dedicated administrator to support their advisers. This role offers a unique opportunity to grow within a supportive team that values development and flexible working. You'll be integral to providing first-class service by preparing for client meetings and processing business. With a focus on collaboration and a bright future ahead, this position promises not only a competitive salary but also a range of fantastic benefits, including hybrid working, a discretionary bonus, and support for professional exams. If you're looking to make a meaningful impact in a dynamic environment, this could be the perfect fit for you.

Benefits

Discretionary bonus

Hybrid working (3/2)

4 x DIS

Pension – 10% employer contribution

BUPA

Share save

PHI

28 days holidays + Bank holidays

Free parking

Funding for exams

Qualifications

• Experience in administration within a financial planning business.
• Ability to quickly learn new technologies.

Responsibilities

• Support two advisers in preparing for client meetings.
• Process business and liaise with providers and clients.

Skills

Administration experience

Technical proficiency

Tools

Intelligent Office

Job description

Salary/Rate: Highly Competitive + Great Benefits

We aren't sure if you’re supposed to have favourite clients. But this financial advice business in Warrington is just that.

And that’s because the things that people don’t always get at work - the chance to develop, flexible working, heck, have fun, are par for the course. And they’re par for the course because of the people you’ll work with.

You’ll report into the office manager, who by the way, is a great boss. Approachable, generous with his time, supportive. And we know that because we placed him. And you’ll work alongside three talented administrators who will give you a warm welcome. They have lots of experience and will want to provide any help that you need as you bed in. And we know that because we placed them.

They pay a healthy starting salary (we will tell you what that is before sharing your details) but it doesn’t end there. There’s:

• A discretionary bonus
• Hybrid working (3/2)
• 4 x DIS
• Pension – 10% employer contribution
• BUPA
• Share save
• PHI
• 28 days hols + Bank holidays
• Free parking

There's also funding for exams. And to cap it off, there’s a financial reward for every exam you pass.

As for the job, you'll be supporting two advisers, but the business will grow in the future. They provide independent advice to their clients and you’ll be on hand to support them – preparing for client meetings, processing business, liaising with providers/clients etc. This isn’t a business though where planners are on a pedestal. A first-class service relies on all parts of the team and that’s very much the ethos here.

HERE'S WHAT YOU'LL NEED:

• You’ll have administration experience within a financial planning business.
• You’ll ideally know your way around Intelligent Office. But if you’re good with technology you’ll soon pick it up. And the team is always on hand to help.

It may seem an uncertain time to be considering a job move. But when you know a business and its people as well as we do, we can assure you that this is a business with a bright future.

Click apply and we will be in touch. Don't have a CV? Don't worry, we can come to that later.
Everyone will receive a response.