Financial Planning Administrator
1 week ago
**Financial Planning Administrator - Preston - Salary to £25,000 plus Benefits**
MB Fitzgerald are working with a highly respected Preston based firm of Financial Planners to recruit an additional member of staff to their busy team. This company specialise in providing Financial Advice, mainly on Pensions and Investments, to HNW individuals in the North-West. Due to increased business levels we are looking for a Financial Planning Administrator to join their team.
**Responsibilities**:
- Responsible for file preparation for meetings and existing business administration
- Provide specific product, provider and fund research
- Assisting administrators during busy periods and working in a team environment.
- Produce quotations
- Deal with providers
- Deal with clients
- Chase outstanding pipeline cases
- Chase outstanding fees
On Offer:
- Salary to £25,000 plus benefits
- Study support
- Progression opportunities and training
- flexible hours considered
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