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Financial Planning Coordinator
2 months ago
Job Summary:
MI Search Ltd is seeking a highly skilled Financial Planning Administrator to join their team in Huddersfield. As a key member of the team, you will provide administrative support to financial advisers and paraplanners, ensuring the smooth operation of client services.
Key Responsibilities:
- Prepare client packs and annual reviews, ensuring accuracy and attention to detail.
- Deal with client queries and correspondence, providing timely and effective solutions.
- Liaise with product providers to ensure seamless communication and processing of new business.
- Process general administration tasks, maintaining high levels of productivity and efficiency.
Requirements:
- Experience working in a financial planning administration or pension administration role.
- Strong organizational and time management skills, with the ability to prioritize tasks effectively.
- Excellent communication and interpersonal skills, with a focus on building strong relationships with clients and colleagues.
What We Offer:
A competitive salary of £26,000 to £31,000, plus benefits and excellent training and support to develop your career.
