IFA Administrator
other jobs Exchange Street Claims
Added before 7 hours
- England,North West,Greater Manchester,Stockport
- full-time
- £26,000 - £31,000 per annum
Job Description:
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.
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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.
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.
Job number 1649756
metapel
Company Details:
Exchange Street Claims
Company size: 10–19 employees
Industry: General Insurance
Recognising a need for a firm that offers a high quality, bespoke service to professionals and organisations within financial services, Exchange Stree...