Financial Planning Administrator

2 weeks ago

Kingston upon Thames, United Kingdom MI Search Ltd Full time

This national IFA firm, with a highly client centric approach to financial planning is currently seeking a financial planning administrator to work as part of their busy team in the Kingston upon Thames area.In this role you will undertake tasks including inputting new business applications and following these cases through to completion; processing investment and pension withdrawals; providing technical support both internally and externally with clients, compliance monitoring; assisting in the production of suitability reports; and project work when required.This firm offers an-house training academy, and excellent long-term opportunities to progress your career within the firm.You must have experience working in a financial planning administrator role and ideally have experience of IO / platforms and an understanding of model portfolios and DFM's alongside excellent communication and team working skills.Basic salary to £35,000 benefits...

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