Financial Planning Assistant

3 weeks ago


Leamington Spa, Warwickshire, United Kingdom MI Search Full time
Financial Planning Administrator Opportunity

MI Search is currently working with a national IFA firm to find a skilled Financial Planning Administrator to join their team in Warwick.

This role involves supporting financial advisers and paraplanners with tasks such as:

  • Obtaining provider information and collating it with client-specific illustrations
  • Processing new business and preparing valuation reports
  • Assisting with research and data analysis

The ideal candidate will have excellent organizational skills, attention to detail, and the ability to work effectively in a team environment.

This is a fantastic opportunity to join a reputable firm and develop your skills in financial planning and administration.



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