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Financial Planning Coordinator

2 months ago

Halifax, Calderdale, United Kingdom MI Search Ltd Full time

This national IFA firm is currently seeking a financial planning administrator to work as part of their busy team.

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.

This firm offers excellent training and support and the opportunity to progress your career within the firm.

You must have experience working in a financial planning administrator role and ideally have some CII qualifications or be keen to study these.

Basic salary to £31,000 + benefits

Key Responsibilities:

  • Support financial advisers and paraplanners in preparing client packs and annual reviews
  • Deal with client queries and correspondence
  • Liaise with product providers
  • Process new business and general administration tasks

Requirements:

  • Experience working in a financial planning administrator role
  • CII qualifications or willingness to study