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Warrington, Cheshire
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Financial Planning Administrator

Financial Planning Administrator

Exchange Street Claims & Financial Services

Posted 9 days ago, valid for 14 days

Warrington, Cheshire WA3 6ZN, England

Full Time

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Sonic Summary

This financial advice business in Warrington offers a supportive environment with opportunities for development and flexible working.
They are looking for candidates with administration experience in a financial planning business, ideally with knowledge of Intelligent Office.
The starting salary is competitive, and employees can expect additional benefits such as a discretionary bonus, hybrid working, and a 10% employer pension contribution.
The role involves supporting two advisers by preparing for client meetings and processing business, emphasizing teamwork and collaboration.
Candidates are encouraged to apply even without a CV, and everyone will receive a response.

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 always get at work - the chance to develop, flexible working, 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 his 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. They have 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. They pay a healthy starting salary (we will tell you what that is before sharing your details) but it doesn’t end there. There’s:

A discretionary bonus
Hybrid working (3/2)
4 x DIS
Pension – 10% employer contribution
BUPA
Share save
PHI
28 days hols + Bank holidays
Free parking

There's also funding for exams. And to cap it off, there’s a financial reward for every exam you pass. As for the job you'll be supporting two advisers, but the business will grow in the future. They provide independent advice to their clients and you’ll be on hand to support them – preparing for client meetings, processing business, liaising with providers/clients etc. This isn’t a business though where planners are on a pedestal. A first class service relies on all parts of the team and that’s very much the ethos here. HERE'S WHAT YOU'LL NEED: 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. 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. Click apply and we will be in touch. Don't have a CV? Don't worry, we can come to that later. Everyone will receive a response.

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