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Financial Planning Coordinator

2 months ago

Sheffield, Sheffield, United Kingdom MI Search Ltd Full time

Job Summary:

MI Search Ltd is seeking a skilled 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 service delivery
  • Work closely with paraplanners and advisers to achieve team goals
  • Contribute to the development of the firm's financial planning and investment management 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:

Our client is a leading national financial planning and investment management firm, offering excellent long-term career potential with avenues into paraplanning, advisory, compliance, or operational roles possible.