Organised, hardworking and attention to detail

Good administration is the oil that keeps our engine moving.

We're looking for someone who can join our Operations Team and is happy in a fast paced environment, ensuring tasks are completed in a timely and accurate way.

The main responsibilities would include answering the phone and directing calls in the business, updating our computer system, scanning documents, dealing with the post and contacting pension providers to obtain details and paperwork.

Most importantly is the right attitude. Are you willing to learn our system, get stuck in and be part of the team?

Accuracy and standards are very important to us. Our clients expect us to be exceptional.

This is not a client facing role but all team members may be required to greet clients or handle client calls, directing them to the most appropriate person in the business.

The role is 37 hours per week on a rota that involves working some 8.30am starts on some days and some 7.00pm finishes on other days.

Are we right for each other?

Check out the details of who we are looking for and how we operate. The right candidate will flourish here and there are always further opportunities, if you want them. We're also happy for you to just keep doing what you do best, if that's right for you.

We're looking for someone who matches the following:

·         Are personable and likeable as well as professional

·         Is highly organised and likes to do a job well

·         Can learn quickly and pick up how to operate our system

·         Can prioritise and communicate exceptionally well

·         Is not afraid to proactively contact suppliers and chase up documents and information


The role is open to anyone of any age and any experience. Your ability to be on top of your tasks with accuracy and the ability to prioritise, with our clients’ needs in mind, is what’s important.

You don’t necessarily need experience of financial services, pensions or investments. We can teach you that.

From a technical and regulatory viewpoint, we are Independent Financial Advisers. However, we operate completely differently from traditional financial advice firms because we do not focus solely on selling financial products. Instead, we use our PlanHappy life coaching service to help people plan their life and retirement and enable them to enjoy their desired lifestyle free from worry.
We operate from The Planning Rooms at Preston Farm, Stockton on Tees and serve clients throughout Teesside and Darlington. We have a growing team of 35 people and significant clients’ investment funds under our management.
We tend to recruit from outside the Financial Services Industry so that our people aren’t ingrained with the ‘normal’ way of selling financial products, as we do things so differently here.
Instead, we focus on people who can bring the personal skill set and experience to be successful in their role, we can teach any of the financial knowledge that may be required.

Please email us with details of who you are and why you'd be great in this role, along with a copy of your CV, to

Closing date - 16th June 2017

Starting salary £16,000