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Financial Planning Administrator (Basic Salary to £28,000)

Posted 4 January by MI Search Ltd Ended

This highly respected financial planning firm who specialise in advising high net worth individuals are looking to recruit an experienced Financial Services Administrator to work out of their Manchester office.

In this role you will be supporting the advisers, liaising with paraplanners and clients, processing cases, obtaining valuations, preparing agendas, arranging appointments, chasing clients for information and preparing the advisers for meetings.

This is a varied role in a progressive financial planning firm which offers its staff an excellent opportunity for professional development and to take further studies. Excellent long term career opportunities.

The successful candidate will have experience working as a Financial Planning Administrator within an IFA environment.

Basic salary to £28,000, bonus and benefits.

Required skills

  • Financial Planning
  • Financial Services
  • Sales Support

Reference: 34138026

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