Financial Planning Administrator

2 weeks ago


Birchwood Park, United Kingdom Exchange Street Claims & Financial Services Full time

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 get at work. The chance to develop, the opportunity to take exams, 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 him 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. Theyhave 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.
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.
At present you'll be supporting two advisers, but the business will grow in the future.
They pay a good level of basic salary but it doesn’t end there. There’s an annual discretionary bonus. Funding for exams. And to cap it off, there’s a financial reward for every exam you pass.
Oh and free parking. Don’t forget about the free parking. With that and easy access from the M62 the location is ideal for anyone west of Manchester across to South/East Liverpool.
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.



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