• Full Time
  • Nantwich
  • Salary/Rate: £18000 - £26000 plus commission

Bluestones One is currently recruiting for an experienced administration professional/Executive PA to join a well-established financial advisory firm in Nantwich.


As part of a motivated team, you will be providing administration support to the Financial Planners in conjunction with the existing back off team.


The Client Manager primarily delivers high quality administration support to the Financial Advisors. The objective is to deliver a great service and advice to every client whilst ensuring accuracy and compliance standards are maintained.


The key responsibilities include;

·         Managing a portfolio of the practice clients and working closely with your team of Advisors

·         Managing a team of Advisors

·         Preparing paperwork for Client meetings and providing support to your Advisors

·         Processing new business and carrying out Executive PA/administration tasks

·         Building relationships with Clients, delivering excellent client service at all times

·         Maintaining compliance and demonstrating commercial awareness

·         Host responsibilities at internal client events


The ideal Candidate must have the following attributes;

·         Energetic with drive and a passion for personal development

·         Excellent work ethic

·         Excellent attitude at all times

·         Great organisational and multi-tasking skills, with a proven track record of delivery targets and deadlines

·         Team player and a strategic thinker

·         Excellent IT skills

·         Excellent English spelling and grammar skills are a must

·         Personal Assistant or Executive Assistant experience is desirable


Loyalty, hard work and results will be rewarded with;

·         A competitive salary plus a discretionary monthly bonus package linked to results and client service

·         Pension of up to 10% matching contributions after 1 years service

·         Death in service after 1 years service

·         25 days holiday plus Birthday and Bank Holidays


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