Financial Services Administrator – Nantwich – Financial Services


IFA Administrator  – Financial Services         J – 587


£18,000 – £23,000

Are you interested in a highly rewarding career within a unique and successful, Chartered Wealth Management Practice in Nantwich.

We want to hear from highly motivated individuals who thrive in fast paced environments.

Role Responsibilities:

The Financial Services Administrator primarily delivers high quality administrative support to the Financial Advisers.

The objective it to deliver great service to every client all of the time whilst ensuring accuracy and compliance standards are maintained.

The key responsibilities include:-

·Diary management for your team of Advisers.

·Preparing paperwork for client meetings.

·Processing new business and administration tasks.

·Building relationships with clients, delivering excellent customer service at all times.

Person Specification:

The ideal candidate must have the following attributes:-

·Lots of energy and drive with a passion to develop.

·Great work ethic.

·Excellent attitude at all times.

·Good organisational skills.

·Can demonstrate loyalty in employment.

·A great team player.

·Excellent IT skills – Excel, Word, PowerPoint.

·Excellent communication skills.

·Have GCSE or equivalent in English Language and Maths equivalent to level C or above.


The firm believe in rewarding their people for loyalty, hard work and results with the following:-

·Excellent competitive basic salary PLUS a discretionary monthly bonus package linked to results and client service.

·Pension of up to 10% matching contributions.

·Death in Service.

·25 Annual Leave days PLUS Bank Holidays (based on full time working hours).

·Longevity bonus for loyalty.

·Great incentive packages for amazing team events.

To apply for this position please contact us for a discussion, call the office on 0161 973 0133 or email your CV to Diana Sproston here.

View more opportunities in Financial Planning.

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