Financial Planning Administrator
5 days ago
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
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