Financial Planning Administrator

5 days ago


Leamington Spa, Warwickshire, United Kingdom MI Search Full time

Financial Planning Administrator Role

MI Search is currently seeking a skilled Financial Planning Administrator to join their team in Warwick. As a key member of the team, you will provide administrative support to financial advisers and paraplanners, ensuring the smooth operation of the business.

Key Responsibilities:

  • Obtain provider information and collate relevant client-specific illustrations
  • Process new business and prepare valuation reports
  • Assist with research and produce FE Analytics fund switch reports
  • Liaise with clients to provide exceptional customer service

About the Company:

MI Search is a national IFA firm offering excellent training and support to help you progress your career. If you have experience working in a financial planning administrator role within an independent financial planning practice, we encourage you to apply.

Benefits:

Basic salary up to £30,000 + benefits



  • Leamington Spa, Warwickshire, United Kingdom Capio Recruitment Financial Planning Full time

    Job Title: Financial Planning AdministratorLocation: WarwickSalary: £25,000 - £30,000Company Overview:A leading financial services firm dedicated to providing comprehensive financial planning and investment management services to their clients are looking to add to their growing team. They are committed to delivering personalised solutions tailored to each...


  • Leamington Spa, Warwickshire, United Kingdom Capio Recruitment Financial Planning Full time

    Job Title: Financial Planning AdministratorLocation: WarwickSalary: £25,000 - £30,000Company Overview:A leading financial services firm dedicated to providing comprehensive financial planning and investment management services to their clients are looking to add to their growing team. They are committed to delivering personalised solutions tailored to each...


  • Leamington Spa, Warwickshire, United Kingdom Reward Recruitment Full time

    Financial Planning Support RoleReward Recruitment are representing an established Chartered Financial Planning practice who are recruiting an experienced administrator to join their team, with excellent progression opportunities.This role will incorporate all areas of providing financial administration support. You will work with an established team and...


  • Leamington Spa, Warwickshire, United Kingdom MI Search Ltd Full time

    Financial Planning Administrator Job Description **Job Summary** MI Search Ltd is seeking a skilled Financial Planning Administrator to join their team in Warwick. As a key member of the team, you will provide administrative support to financial advisers and paraplanners, ensuring the smooth operation of the business. **Key Responsibilities** * Obtain...


  • Leamington Spa, Warwickshire, United Kingdom MI Search Ltd Full time

    Financial Planning Administrator Job Description **Job Summary** MI Search Ltd is seeking a skilled Financial Planning Administrator to join their team in Warwick. As a key member of the team, you will provide administrative support to financial advisers and paraplanners, ensuring the smooth operation of the business. **Key Responsibilities** * Obtain...


  • Leamington Spa, Warwickshire, United Kingdom MI Search Full time

    Financial Planning Administrator RoleMI Search is currently seeking a skilled Financial Planning Administrator to join their team in Warwick. As a key member of the team, you will provide administrative support to financial advisers and paraplanners, ensuring the smooth operation of financial planning services.Key Responsibilities:Obtain provider information...


  • Leamington Spa, Warwickshire, United Kingdom MI Search Full time

    Financial Planning Administrator RoleMI Search is currently seeking a skilled Financial Planning Administrator to join their team in Warwick. As a key member of the team, you will provide administrative support to financial advisers and paraplanners, ensuring the smooth operation of financial planning services.Key Responsibilities:Obtain provider information...


  • Leamington Spa, Warwickshire, United Kingdom MI Search Full time

    Financial Planning Administrator RoleMI Search is currently seeking a skilled Financial Planning Administrator to join their team in Warwick. As a key member of the team, you will provide administrative support to financial advisers and paraplanners, ensuring the smooth operation of the business.Key Responsibilities:Obtain provider information and collate...


  • Leamington Spa, Warwickshire, United Kingdom MI Search Full time

    Financial Planning Administrator RoleMI Search is currently seeking a skilled Financial Planning Administrator to join their team in Warwick. As a key member of the team, you will provide administrative support to financial advisers and paraplanners, ensuring the smooth operation of the business.Key Responsibilities:Obtain provider information and collate...


  • Leamington Spa, Warwickshire, United Kingdom MI Search Full time

    Financial Planning Administrator Role at MI SearchMI Search is currently seeking a financial planning administrator to work as part of their team in a busy office environment.This role will involve supporting financial advisers and paraplanners with tasks including:Obtaining provider information and collating these with relevant client-specific...


  • Leamington Spa, Warwickshire, United Kingdom MI Search Full time

    Financial Planning Administrator OpportunityMI 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 illustrationsProcessing...


  • Leamington Spa, Warwickshire, United Kingdom MI Search Full time

    Financial Planning Administrator OpportunityMI 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 illustrationsProcessing...


  • Leamington Spa, Warwickshire, United Kingdom MI Search Careers Full time

    Financial Planning Administrator RoleThis national IFA firm is currently seeking a financial planning administrator to work as part of their busy team in a professional environment.The successful candidate will support financial advisers and paraplanners and be involved in:Obtaining provider information and collating these together with relevant client...


  • Leamington Spa, Warwickshire, United Kingdom MI Search Full time

    Financial Planning Administrator RoleWe are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team at MI Search. As a key member of our team, you will play a vital role in supporting our financial advisers and paraplanners in delivering exceptional client service.Key Responsibilities:Obtain and collate provider...


  • Leamington Spa, Warwickshire, United Kingdom MI Search Full time

    Financial Planning Administrator RoleWe are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team at MI Search. As a key member of our team, you will play a vital role in supporting our financial advisers and paraplanners in delivering exceptional client service.Key Responsibilities:Obtain and collate provider...


  • Leamington Spa, Warwickshire, United Kingdom MI Search Ltd Full time

    Financial Planning Administrator RoleThis national IFA firm is currently seeking a skilled financial planning administrator to join their dynamic team in Warwick.In this role, you will provide essential support to financial advisers and paraplanners, contributing to the following key areas:Obtaining provider information and collating relevant client-specific...


  • Leamington Spa, Warwickshire, United Kingdom MI Search Ltd Full time

    Financial Planning Administrator RoleThis national IFA firm is currently seeking a skilled financial planning administrator to join their dynamic team in Warwick.In this role, you will provide essential support to financial advisers and paraplanners, contributing to the following key areas:Obtaining provider information and collating relevant client-specific...


  • Leamington Spa, Warwickshire, United Kingdom MI Search Full time

    Financial Planning Administrator RoleWe are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team at MI Search. As a key member of our busy team, you will play a vital role in supporting our financial advisers and paraplanners in delivering exceptional client service.Key Responsibilities:Obtain provider information...


  • Leamington Spa, Warwickshire, United Kingdom MI Search Full time

    Financial Planning Administrator RoleWe are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team at MI Search. As a key member of our busy team, you will play a vital role in supporting our financial advisers and paraplanners in delivering exceptional client service.Key Responsibilities:Obtain provider information...


  • Leamington Spa, Warwickshire, United Kingdom MI Search Full time

    Financial Planning Administrator RoleMI Search is currently seeking a skilled Financial Planning Administrator to join their team in Warwick. As a key member of the team, you will provide administrative support to financial advisers and paraplanners, ensuring the smooth operation of the business.Key Responsibilities:Obtain provider information and collate...