SonicJobs Logo
Login
Left arrow iconBack to search

Administrator

Exchange Street Claims & Financial Services
Posted 3 days ago, valid for 17 hours
Location

Stockport, Cheshire SK4 4RX

Contract type

Full Time

Life Insurance

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

info
  • The job is for an experienced financial planning administrator with a salary of up to £35,000.
  • Candidates should ideally have independent experience, but it is not a strict requirement.
  • The firm offers a team-oriented culture with a bonus scheme based on profit sharing.
  • Additional benefits include life assurance, income protection, and 25 days of holiday plus extra time off during Christmas.
  • Collaboration is emphasized within the Stockport-based office, with flexibility for some remote work.
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.   ——————————————————————---------------------------------------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.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.