Senior Administrator – Altrincham – Financial Planning


Senior Administrator  – Financial Planning                         J – 565


£22,000 basic plus commission

On behalf of my client, we are recruiting for a Mortgage & Protection administrator who wants to be a part of an exciting journey as the company expands with the vision of being leaders in the industry.

The ideal candidate will be:

An experienced Mortgage & Protection Administrator with a broad understanding of financial services.

Providing support to Five Mortgage Advisers including research, report writing, business submission and ongoing servicing for new & existing clients.

Experience in Protection research, reports and processing.

Basic compliance oversight function.

Self-motivated and well organised.

Have a good knowledge and grasp of technology.

A Team player

Able to provide high standards for service and constantly strive to develop, improve and adapt using the latest online technology and processes. The aim is to continue to grow our excellent reputation through client referrals and strengthen our relationships with our professional connections.

Our Background

Directly authorised Independent Financial Advisory firm, which after merging two established advisory firms and teams, they opened their new prestigious offices in Altrincham in 2014.  Although young in development they are vastly experienced in their knowledge and proven individual track records in financial services. The current team of 11 are all driven by the vision of developing the business and achieving success and rewards together.

The firm have strong business values and ethics, having the structure of a large organisation but the effectiveness of a close team where each member’s input is highly valued. Looking to embrace the latest technology and constantly improving processes. We have invested in technology and have built our own bespoke end to end system which enables management of the entire client journey from initial enquiry to completion and ongoing servicing in a proactive manner.

The Opportunity

For the right individual this is an exciting opportunity to be part of a great team, driven by a desire to build long standing relationships with their clients and business partners using a modern approach to financial services and the highest standards of service.

Please apply for an immediate interview

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.

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