Financial Planning Administrator

2 weeks ago


Halesowen, United Kingdom MI Search Ltd Full time

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

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.



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