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Administrator - Financial Planning

Posted 31 January by NJR Recruitment Easy Apply Ended

Our client are a well known leading firm of Chartered Independent Financial Advisers covering the South Cheshire and Staffordshire regions. Based in a convenient and central location in Nantwich, our Client is looking for an Administrator to join their growing team. This role will also involve answering calls and meeting/greeting Clients, therefore someone who is confident and professionally presented is required.

This is a genuinely exciting opportunity for an ambitious individual who is looking for a 'Career' within this exciting and buoyant industry.

Working as part of a growing team and located in a prestigious open plan office, the successful candidate will be exceptionally well presented with first class meet and greet / communication skills. Carrying out a variety of tasks, including;

  • Meeting and greeting all incoming Clients/visitors
  • Answering all incoming calls in a professional manner
  • Assisting with all aspects of Administration including new business processing, creating Client Illustrating and Valuations, etc
  • Dealing with the incoming & outgoing post

Our Client offering advise on Investments, Pensions, Inheritance Tax and Protection. As a business they offer genuine career development.

If you have the desire to progress your career then you will be fully supported in doing so. Industry related exams will be financially supported from day one, the Client will even pay for any re-sits! A £500 salary increase is offered with each exams passed along with a £250 bonus, which is fantastic. 27 days holidays plus Stats, Healthcare and a Pension Scheme are all part of the employee benefits package. The standard working hours are 9am - 5pm, however our Client does offer flexibility.

The ideal candidate will have experience working within Financial Services, however this is not essential, but the desire to develop within an evolving business is!

Reference: 34366486

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