To apply for the administrator role, we'll require the following:
- A covering letter, including a note of your existing salary and benefits
- A CV which reflects your skills and experience to match the role
Submit your application to: email@example.com
McCrea Financial Services is committed to diversity in the workplace. We encourage applications from applicants regardless of gender, sexuality, or disability.
McCrea Financial Services is a successful firm of Chartered Financial Planners based in Glasgow with clients throughout the UK.
We pride ourselves in providing high quality financial advice to a wide range of clients across all areas of financial planning.
McCreas were one of the first UK firm of Financial Advisers to be awarded ‘Platinum Status’ by Investors in People.
This is an excellent opportunity for an experienced Administrator who can join our team and make a valuable contribution to the business and our clients.
We are looking for an experienced and successful individual who is hard working, enthusiastic, confident and articulate. A team player who is used to working in a very busy and enjoyable office and committed to delivering an excellent service.
You will be responsible for providing high quality support to our Advisers to provide a first class service to our clients.
This will include arranging appointments, processing business, managing diary systems, dealing with all client communication via email, post and phone. Using your initiative and demonstrating excellent organisational skills to prioritise to meet deadlines is key.
The applicant should have excellent knowledge across all areas of financial planning including investments, pensions, protection and retirement options. You should also have a minimum of five years’ experience working in Independent Financial Advisers.
We offer an excellent salary package and many additional benefits. These include Bonus Scheme, Group Pension Scheme, Private Medical Insurance, Income Protection, Critical Illness Cover and Death in Service Benefits as well as a great team to work with at McCreas!