Financial Planning Administrator

Posted Today by ST Resourcing Ltd
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A Financial Planning organisation in Manchester city centre is seeking an additional IFA Administrator to join one of their existing teams.

This role is due to the volume and nature of the business and I paying up to £25,000 and would be suitable for someone who has experience in a similar environment dealing with high net worth clients.

The company have a track record for developing staff very well, and they encourage career development through paraplanning and beyond.

The role you would be recruited for will see you supporting Advisers and Paraplanners with new business processing, contacting product providers, updating valuations, updating the in house system with client details. You will administer the transactions for pensions, investments and protection for private and corporate clients, this will see you be involved in creating new business packs.

If you would like to learn more about this opportunity please contact Peter Stebbings at ST Resourcing or apply.

Reference: 39102255

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