Ifa Administrator - Wilmslow, United Kingdom - Exchange Street Claims & Financial Services

Exchange Street Claims & Financial Services

Verified Company

Wilmslow, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

The story goes that John F Kennedy was visiting NASA HQ in 1961. On the tour he asked a janitor what he did there.

"I'm helping put a man on the moon".
He understood the vision. He had purpose. He felt part of it.
This Chartered IFA practice has the same ethos. Advisers aren't on pedestals. A premium service offering isn't just about what happens at client meetings.

To be a first class business you need to deliver on all fronts and the support you'll give to advisersis vital.

This is a small firm (8 employees) but one that will do wonders for you. It deals with wealthy clients so you'll develop your technical skills. You'll be sat next to paraplanners and financial planners whose knowledge will rub off. There's encouragementto take exams and develop (e.g. paraplanning). And you'll know you'll make a difference.You get an attractive salary (to £30,000) and 28 days holiday. And whilst it's an office-based role you aren't tied to , 8-4, work whatever works for you.**You'll be an administrator for a financial planning firm. You'll process new business, prepare client meeting packs and deal with clients. You'll have experience of using Intelliflo and be comfortable using platforms. But conscientiousness is more importantthan length of experience.
**Want to feel like the janitor? Send us a CV or a way of contacting you. We will be in touch.