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IFA Administrator

Exchange Street Claims & Financial Services
Posted 6 days ago, valid for 12 hours
Location

Stockport, Cheshire SK2 5JF, England

Salary

£31,000 - £27 per day

Contract type

Full Time

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

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  • The job is for an administrator position at a top regional IFA firm in the North West, offering a salary of approximately £31,000.
  • Candidates are required to have at least 12 months of experience working as an administrator in a financial planning firm.
  • The company promotes work-life balance, allowing staff to work from home 2-3 days a week and offering flexible hours.
  • Employees will work in a supportive team environment, processing new business and preparing meeting packs for IFAs.
  • Additional benefits include 27 days of holiday, pension, and a Group Life Scheme, with opportunities for advancement after two years.
The phrase "work-life balance" has been around for years now. But not every company has got the memo.There are still those who don't understand that the world has changed and people need and expect flexibility. And that if you don't give people choice about where they work they assume one thing - you don't trust your staff.Not here. This is one of the top regional IFA firms in the North West, if not beyond (FTAdviser would attest to that). And their staff can work from home 2-3 days per week.Not only that but they also have flexi-time. Core hours are 10-4 but you can start at 8 and finish at 4. Or start at 10 and finish at 6. As long as you do your core hours and 7.5 hours in total when you start finish is down to you.That doesn't just mean you save money on trains/petrol. It means you get two precious commodities. One is time, time that is otherwise spent in traffic or on public transport. The second is trust. Trust that you'll get on with your job to the best of your ability whether you're in the office or not. After all, you're a conscientious person, not someone who needs to be micro-managed.You'll work on a team of nine administrators under a Team Leader. You'll process new business, prepare meeting packs and deal with LoAs/providers for typically 3 IFAs within your pod. But your team leader will make sure each day that no one team has too much on. You can be sure that work will be distributed elsewhere rather than you having to battle on.Advancement is on offer but they would prefer these individuals stay with the administration team for 2 years. They're happy to pay for your exams.Salary is to c£31,000 and there's 27 days holiday. Alongside the usual pension there's a Group Life Scheme too.There are two positions available.  HERE'S WHAT YOU'LL NEED TO HAVE:You'll have experience of working as an administrator in a financial planning firm.You don't need years and years of experience though. Just an initial 12 months so that you have had a good grounding.  -----------------------------------------------------------------------------------------It's time you had the trust and choice you deserve so click apply. If you don't have a CV just send us a way of contacting you and we can get to the CV later.Everyone will receive a response.

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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.