Financial Planning Administrator - HNW Pensions & Investments

Posted 15 September by NJR Recruitment

Our Client is 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 is a genuinely exciting opportunity for an ambitious individual who is looking for a 'Career' within the exciting and buoyant Wealth Management 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 is looking for someone AMBITIOUS, DEDICATED, and genuinely interested in wanting to PROGRESS. They offer advice on all aspects of Investments, Pensions, Inheritance Tax and Protection.

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 £750 salary increase is offered with each passed exam along with a £375 bonus.. This is the BEST!!

EMPLOYEE BENEFITS INCLUDE: 27 days holidays plus Stats (= 35 days), 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.

Reference: 33322138

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