'Our vision is to become your partner and understand your business, your finances, your business problems and your aspirations'.
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Careers with Clarke Nicklin 

IFA Administrator Role

This role will work directly for a number of Financial Planners who advise Clients on Whole of the Market products. Providing direct administration support in a demanding environment, the role will be varied, fast paced and can offer ongoing training and development. You will have the opportunity to work in a supportive team.

Responsibilities and Requirements

  • Arrange meetings / scheduling Client meetings
  • Update and maintain the firm's diary system Preparing pre-meeting documentation for the Advisers
  • Processing new business applications
  • Creating Client Valuations & Illustrations
  • Chasing Letters of Authority
  • Liaising with Product Providers & third parties
  • File preparation for new clients and existing client reviews, including valuation reports (in line with MIFIID 2 legislation)
  • Maintain a computerised customer database
  • Manage, organise and update relevant data using database applications
  • Administration tasks such as scanning to maintain client data and files


Candidates applying must have previous experience working for a firm of Financial Planners, a Pensions Consultancy or a Provider background. You will understand how the industry works, and be keen to work within a growing Financial Planning business. Candidates must be Self-motivated, enthusiastic and positive, as well as being a meticulous individual, who is able to work as part of a team and have a flexible approach. Excellent communication skills are required. You will be smartly presented, offer first class communication skills, and have the ability to liaise with High Net Worth Individuals.

 

Benefits

The role provides additional benefits such as pension, death in service insurance, the ability to join at a discounted rate the group private medial, a degree of flexible hours subject to team requirements and work requirements, the ability to buy additional holidays, free fruit, and a partial day off for birthdays.

 

 To apply for this role please send your CV to This email address is being protected from spambots. You need JavaScript enabled to view it.

 


  

Digital Marketing Executive

We are seeking an experienced digital marketing executive to fulfil a new and exciting role within the business and support our Marketing Manager. This is a varied role supporting two sides of the business, Clarke Nicklin Chartered Accountants, and Clarke Nicklin Financial Planning. The successful candidate will be highly organised, confident, well presented and be able to hit the ground running. Content creation, and the management of all social media channels including Facebook, Twitter, Instagram, LinkedIn and YouTube, will play a big part in the role as well as updating multiple websites and executing targeted email campaigns. There will be an opportunity to work on large scale events and be involved with all areas of marketing for both sides of the business.

Skills

• Knowledge of a wide range of digital marketing techniques and concepts

• Excellent communicator

• Excellent social media skills

• Creative thinker

• Be organised and methodical

• Be able to motivate and inspire colleagues

• Have a confident and dynamic personality

• Have a background/interest in working within professional services

• Experience of Adobe Creative Cloud (not essential)

Qualifications

CIM marketing qualifications are desirable but the opportunity to work towards gaining these on the job will be available for the right person.

Why Work for Clarke Nicklin

  • Prestigious offices in the heart of the beautiful Cheadle Royal Business Park
  • Free Parking
  • Flexible working hours
  • Dress Down Fridays
  • Weekly Fruit
  • Funded Training
  • Staff Social
  • Death in Service
  • Incentives
  • Opportunity to buy additional holidays

And much more!

About Clarke Nicklin

Clarke Nicklin are a group of Chartered Accountants and Financial Planners, offering a full service in business and personal financial advice. We can provide expert support in all areas of accountancy and business & financial planning, which means we’re best placed to understand the businesses we work with, and their problems and aspirations, to help them achieve their objectives.

We’ve got a tremendous team and a huge depth of experience. Our staff are proud to work for Clarke Nicklin and proud of what we achieve for clients, and this shines through in the service they provide. 

 To apply for this role please send your CV to This email address is being protected from spambots. You need JavaScript enabled to view it.

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Clarke Nicklin House, Brooks Drive, Cheadle Royal Business Park, Cheadle, Cheshire, SK8 3TD. Registered Number OC309225.
The firm is registered to carry on audit work in the UK & Ireland. Details about our audit registration can be viewed at www.auditregister.org.uk under reference number C001178544. The professional rules applicable are the Audit Regulations and Guidance which can be found at www.icaew.com/regulations, and the International Standards on Auditing (UK and Ireland) which can be found at www.frc.org.uk/apb/publications/isa.cfm.