Investment Management Assistant
7 days ago
Job Summary:
MI Search Ltd is seeking a highly skilled and detail-oriented Financial Planning Administrator to join its team in a national financial planning and investment management firm. As a key member of the team, you will be responsible for liaising with clients and product providers, working closely with paraplanners and advisers, and processing new business and case preparation.
Key Responsibilities:
- Process new business and prepare cases for submission to providers
- Submit business to providers and process fund switches
- Liaise with clients and product providers to ensure seamless communication
- Work closely with paraplanners and advisers to achieve team goals
- Contribute to the growth and development of the firm's financial planning services
Requirements:
- Experience as a financial services administrator within an advisory firm
- Excellent attention to detail and organizational skills
- Ability to work well as part of a team and communicate effectively with clients and colleagues
- Basic salary to £29,000 and benefits (including PMI), discretionary bonus, and hybrid working
About the Firm:
MI Search Ltd is a leading recruitment agency specializing in financial services and professional services recruitment. We are committed to providing exceptional service and support to our clients and candidates.
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