Financial Planning Administrator - Rickmansworth

Posted 9 April by MI Search Ltd
£26,000 - £35,000 per annum, inc benefits
Rickmansworth , Hertfordshire
Permanent, full-time
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Posted by MI Search Ltd

This national IFA firm is currently seeking a financial planning administrator to work as part of their busy team in Rickmansworth.

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.

This firm offers excellent training and support and the opportunity to progress your career within the firm.

You must have experience working in a financial planning administrator role and ideally have some CII qualifications or be keen to study these.

Basic salary to £35,000 + benefits

Required skills

  • admin
  • sales support
  • administrator
  • administration

Application question

Do you have administration experience working for a financial planning firm?

Reference: 52442315

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