Job Information

Administrator. Salary of £23,000-£27,000K. 27 Days Holiday +Bank Holidays. Discretionary Bonus. 5% Employer Pension Contribution. Monday-Friday 9am-5pm. Full Study Support and Rewards on Completion of Exams. Free on-street parking locally.

The successful Administrator will be joining an Independent Financial Advice Practice in Nantwich who do a lot of charity work in support of causes in their local area. You will be someone who is highly organised, able to work on a variety of tasks and has a fantastic eye for detail.

Duties will include but will not be limited to;

• ·        Preparing applications
• ·        Processing new business
• ·        Fund switches and withdrawals
• ·        Updating CRM
• ·        Producing valuations
• ·        Other general administration duties

The role come with a range of benefits as detailed below.

• ·        27 days holiday, not inc bank holidays and 3 to be used for Christmas (24 net)
• ·        5%+5% pension
• ·        4x DIS
• ·        Full support towards the CII DipPFS exams including – study books, exams + some resits, extra question packs, opportunity for study courses. 
• o   A bonus and a salary increase is also paid for each exam which is passed, for level 3 exams this is a bonus of £250 per pass and a £500 salary increase per exam passed.
• ·        Bonus approx. 4-6 weeks salary which is linked to profits and discretionary, split to twice yearly and pro rata for your first year. 

 

Please contact Richard on 07852419897 for more information or apply now.