Financial Planning Administrator

Applications closed on 24/07/2015.

Why do we do this?QUESTION

We believe that the real value of financial planning is not to be found in the financial plan but in the ongoing reviews and updates. Whilst initially very valuable a plan’s value diminishes over time – if it is not reviewed regularly. Updating progress, making changes and adapting to new opportunities delivers real benefits over the long term.  That’s why we have built a business that does exactly that.

Is this you?

We are looking for an experienced financial planning administrator to compliment, enhance and develop our service. This is not a trainee role – although we will provide plenty of training. You will need to hit the ground running and deliver value to the firm, its clients and yourself from the outset. We are a company of leaders and you are a driven team player who can lead – and be led.

We need to add someone exceptional to the team who can help take us onwards and upwards. Oh … and the office is in the North Wiltshire countryside so wheels are essential (although wellies are optional).

You will already be a successful administrator and technically brilliant. You are looking to progress your career at a forward thinking planning firm and want to join a small team of superstars. You are crystal clear about your personal and professional goals and set high standards in everything you do.

Are we your next career move?

Our reputation is pretty good. We’ve been short listed in national awards, featured in the national press and written about in trade publications. We’re Chartered, Accredited and certified to BS 8577. We are purposefully small but we are looking to get ever so slightly bigger – so we can deliver a brilliant financial planning experience to even more clients.

You are looking for a company that does the right thing for its clients – first time, every time. One where you can add significant value to yourself and where you will grow both professionally and personally.

Here’s an outline of the role: Vacancy – Technical Administrator (applications closed 24/07/2015)

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