Financial Planning Administrator - Rotherham

Posted 30 April by MI Search Ltd
£26,000 - £31,000 per annum, inc benefits
Rotherham , South Yorkshire
Permanent, full-time
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Posted by MI Search Ltd

This national IFA firm is currently seeking an administrator to work as part of their busy team in Rotherham.

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 and be keen to pursue a career within financial services.

Basic salary £26,000 to £31,000 + 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: 52558976

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