Financial Planning Administrator
2 weeks ago
This is an exciting chance to join a respected financial planning firm in Market Harborough as an IFA Administrator.
As a key member of the back office team, you will be responsible for ensuring all administration for life, pensions, and investments is submitted in a timely manner, meeting agreed standards.
With a focus on delivering exceptional support, you will work closely with Financial Advisors to maintain a 2:1 ratio of back office team to advisors.
Key Responsibilities:
- Ensure timely submission of administration for life, pensions, and investments
- Meet agreed standards for administration
- Work closely with Financial Advisors to maintain a 2:1 ratio of back office team to advisors
About the Company:
Premier Jobs UK Limited is a leading provider of financial planning services, committed to delivering exceptional support to its clients.
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