Financial Planning Coordinator

5 days ago

Market Harborough, Leicestershire, United Kingdom Premier Jobs UK Limited Full time
IFA Administrator Job Opportunity

This exciting role as an IFA Administrator presents a chance to join a reputable financial planning firm in Market Harborough.

As a key member of the back office team, you will be responsible for ensuring timely and accurate submission of life, pensions, and investment administration tasks to agreed standards.

The company is investing in a 2:1 ratio of back office staff to Financial Advisors, highlighting the importance of this role in supporting the growth and success of the business.

Key responsibilities will include:

  • Ensuring all administration tasks are completed to a high standard and within agreed deadlines.
  • Collaborating with the Financial Advisors to ensure seamless delivery of services.
  • Contributing to the development of the back office infrastructure to support the growth of the business.

This is an excellent opportunity for a motivated and organized individual to join a dynamic team and contribute to the success of a respected financial planning firm.

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