We have an exciting opportunity for a junior administrator to join our team here at Applewood Independent.
Applewood Independent have been providing independent financial advice to the people of Staffordshire and South Cheshire since 1998. We specialise in advice on investments, pensions and inheritance tax planning, including onshore and offshore trusts and investments.
The role would include processing new business and monitoring its progress through to completion including the contract notes and preparing valuations along with other general administration to support the team of administrators.
Ideally you should have a couple of years of Office Administration experience within a professional environment and it would be to your advantage if you have any basic knowledge of Investments and Pensions although the candidate will be trained and developed within the business. We would ideally be looking for someone with good A level grades as a minimum and ideally locally based in or around the Nantwich area.
The role comes with a range of benefits as detailed below.
If you are interested in the above role please e-mail your CV to firstname.lastname@example.org
We have an exciting opportunity for an administrator to join our team here at Applewood Independent.
The role would include producing suitability reports, preparing applications, producing illustrations and processing new business along with other general administration.
We are looking for someone hard-working and reliable who demonstrates strong attention to detail. You must have experience in the Financial Services industry and ideally some exam passes. Ideally you will also be locally based in or around the Nantwich area.
The role comes with a range of benefits as detailed below:
If you are interested in the above role please email your CV and any questions to email@example.com
We are always on the lookout for talented individuals to join our friendly team.
"I find him (David) reliable, dependable, hard working and extremely professional. In our meetings he has the ability to explain sometimes complicated financial matters in a clear, concise and convincing manner. Furthermore, if I have a problem he willingly makes time to address my concerns."
CJ of Newcastle-under-Lyme
"Alex provided me with excellent advice for investing my pension pot without too much of a risk but still providing me with an income similar to what an annuity would have done, and leaving me with options for future needs. He gave honest and easy to understand advice and I am absolutely happy with the value for money service."
JT of Cheshire