Financial Planning Administrator - Manchester

Posted 27 March by MI Search Ltd
£30,000 - £35,000 per annum, inc benefits
Manchester , Lancashire
Permanent, full-time

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Posted by MI Search Ltd

This respected IFA firm dealing with HNW and UHNW clients is currently seeking an administrator to work as part of their busy team in Manchester.

In this role you will support financial advisers and paraplanners and be involved in preparing client packs and annual reviews, dealing with client queries and correspondence, liaising with product providers, processing new business and general administration tasks.

You must have experience working in an administrational role within financial services and ideally hold CII qualifications or be keen to study these.

Basic salary to £35,000 + benefits and excellent training and support to develop your career.

Required skills

  • Admin
  • Sales Support
  • Administration
  • Administrator

Application question

Do you have administration experience working within a financial planning practice?

Reference: 52385301

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