Financial Planning Administrator - office just outside Wakefield

Posted 21 February by MI Search Ltd

This rapidly expanding financial planning practice with offices just outside Wakefield is currently seeking an experienced administrator to join its team.

In this role you will work within a team of administrators alongside paraplanners and be responsible for providing excellent standards of support to the financial advisers. Your role will focus on contacting providers to obtaining plan information and supporting paraplanners and advisers in the administration aspect of providing financial planning advice.

You must have experience in an administration role working within a financial planning practice.

Basic salary to £18,000, bonus and benefits.

Required skills

  • General Admin
  • admin
  • sales support
  • administrator
  • administration

Application question

Do you have administration experience within financial services?

Reference: 34523916

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