Financial Planning Administrator (Salary to £28,000)

Posted 21 February by MI Search Ltd

This highly respected financial planning firm who specialise in advising high net worth individuals are looking to recruit an experienced Financial Planning Administrator to work out of their Leeds 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 another regulated advice firm.

Basic Salary to £28,000 + discretionary bonus + benefits

Required skills

  • Administrative Support
  • Financial Services
  • Sales Support

Application question

Do you have experience working as a financial planning administrator?

Reference: 34526293

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