Financial Planning Administrator

2 weeks ago


Manchester, United Kingdom MI Search Ltd Full time

This national IFA firm is currently seeking a Financial Services Administrator in Manchester (part office / part home based).

In this role you will work alongside highly experienced IFA's and provide them with administration support. You will be involved in liaising with product providers and obtaining new business quotes and valuations, undertaking product research, processingnew business, diary management, issuing policy information and producing client fee invoices.

Ideally you will have experience working in a financial planning practice or product provider in an administration role, have experience of pension, investment and protection advice and hold or be studying CII (or equivalent qualifications). Experience usingX Plan, Transact, Fidelity, and FEAnalytics would be beneficial but not essential.

Basic salary to £28,000 and benefits.



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