Job Information

Administrator. Salary of £25,000-£29,000. 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
• Fund research 
• Suitability report writing 
• ·        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.

 
For more information call/text/whatsapp Richard on 07852419897 or email richard.kunman@cameron-james.co.uk