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- Tasks: Join a supportive team, assisting with client communication and business processing.
- Company: A proud independent IFA prioritising employees and clients over profits.
- Benefits: Enjoy a salary up to £35,000, 25 days holiday, and a profit-sharing bonus.
- Why this job: Experience a welcoming culture with a flat structure and opportunities for growth.
- Qualifications: Previous experience in financial planning administration is preferred; great interpersonal skills are essential.
- Other info: Flexible working options available, but collaboration in the office is encouraged.
The predicted salary is between 24000 - 42000 £ per year.
It's possible to love your job and the people you work with but not the company itself. And that’s no more true than when you’re bought out. And whilst there are pluses and minuses, one impact of consolidation is the very nature of your business changes. Bit by bit management changes. Culture changes. And you begin to realise that it’s time for you to make a change too.
This fiercely independent and fiercely proud small IFA isn’t set up to sell. Instead it is one that is set up to put employees and clients first with a belief that profits are a natural consequence of doing this well. This team ethos is reflected in their bonus scheme - you’ll get a healthy % share of profits alongside a healthy salary (up to £35,000). There’s a decent benefits package including life assurance and income protection. Plus 25 days holiday and an extra 2-3 days off over Christmas because as the firm says - who wants to work then anyway?
As for the job you’ll work with the firm’s three planners, its paraplanner and your peers on the admin team doing things like speaking to clients, processing business, getting valuations, preparing meeting packs etc. It’s important to know though that this isn’t a business where the planners are on a pedestal. It’s a team ethos with a team bonus and very much a flat structure. The director is very friendly/approachable and that culture is spread throughout the business - it’s a very welcoming place.
HERE’S WHAT YOU’LL NEED:
- You will be an experienced financial planning administrator. The preference is independent experience but it’s not a pre-requisite. In fact you find the idea of working independently liberating.
- If you’ve made progress with exams then great - there is scope to develop into a paraplanner. But neither exams or the aspiration to advance are must-haves. Experience and great interpersonal skills are.
- The firm is based in Stockport and believes in collaboration. There is some flexibility but the rest of the team are in the office most days.
Time for change? Click apply. If you don’t have a CV don’t worry we can come to that later. Everyone will receive a response.
Administrator employer: Exchange Street Claims & Financial Services
Contact Detail:
Exchange Street Claims & Financial Services Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Administrator
✨Tip Number 1
Familiarise yourself with the company's culture and values. Since this role emphasises a team ethos and collaboration, showing that you understand and align with their approach during any conversations can set you apart.
✨Tip Number 2
Prepare to discuss your interpersonal skills in detail. Given that great communication is key for this position, think of specific examples where you've successfully worked as part of a team or handled client interactions effectively.
✨Tip Number 3
Research the financial planning industry trends and challenges. Being knowledgeable about current issues can help you engage in meaningful discussions during interviews, showcasing your commitment to the field.
✨Tip Number 4
Network with current or former employees if possible. They can provide insights into the company culture and what it takes to succeed in the role, which can be invaluable when preparing for your application.
We think you need these skills to ace Administrator
Some tips for your application 🫡
Understand the Company Culture: Before applying, take some time to understand the company's ethos. They value a team-oriented environment and employee well-being, so reflect this in your application by highlighting your teamwork and interpersonal skills.
Tailor Your CV: Make sure your CV is tailored to the role of an Administrator in a financial planning context. Emphasise any relevant experience you have, particularly in client interaction and administrative tasks, as well as any progress with exams if applicable.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention how your values align with theirs, especially regarding putting clients and employees first. Use specific examples from your past experiences to illustrate your points.
Proofread Your Application: Before submitting, carefully proofread your application materials. Check for spelling and grammatical errors, and ensure that all information is clear and concise. A polished application reflects your attention to detail, which is crucial for an administrative role.
How to prepare for a job interview at Exchange Street Claims & Financial Services
✨Show Your Team Spirit
Since the company values a team ethos, make sure to highlight your collaborative experiences. Share examples of how you've worked effectively with others in previous roles, especially in administrative settings.
✨Demonstrate Your Interpersonal Skills
This role requires great interpersonal skills, so be prepared to discuss how you communicate with clients and colleagues. Use specific examples to illustrate your ability to build relationships and handle client queries.
✨Express Your Adaptability
Given the company's focus on independence and flexibility, share instances where you've adapted to change or taken initiative in your previous roles. This will show that you're comfortable in a dynamic environment.
✨Research the Company Culture
Familiarise yourself with the company's values and culture before the interview. Be ready to discuss why you believe you'd fit well within their team-oriented approach and how you can contribute to their welcoming atmosphere.
