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Financial Planning Coordinator

2 months ago


Marlborough, Wiltshire, United Kingdom MI Search Ltd Full time
Financial Planning Administrator Role

This national IFA firm is currently seeking a skilled financial planning administrator to join their team in Marlborough.

As a financial planning administrator, you will play a crucial role in supporting financial advisers and paraplanners, preparing client packs and annual reviews, handling client queries and correspondence, liaising with product providers, processing new business, and performing general administration tasks.

The firm offers excellent training and support, providing opportunities for career progression within the company.

To be successful in this role, you must have experience working in a financial planning administrator position and ideally hold some CII qualifications or be eager to pursue them.

The salary for this position is competitive, with a basic salary up to £31,000, plus additional benefits.