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Financial Planning Coordinator
2 months ago
MI Search Ltd is seeking a skilled Financial Planning Administrator to join their team in Rickmansworth. As a key member of the team, you will provide administrative support to financial advisers and paraplanners, preparing client packs and annual reviews, handling client queries and correspondence, and liaising with product providers. Your responsibilities will also include processing new business and general administration tasks. The ideal candidate will have experience working in a financial planning administrator role and hold CII qualifications or be willing to study them. In return, the firm offers a competitive salary up to £35,000, plus benefits. If you are a motivated and organized individual looking to progress your career in a dynamic and supportive environment, this could be the perfect opportunity for you.
