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Financial Planning Administrator - Manchester - Salary to £32,000

MI Search Ltd
Posted 11 hours ago, valid for 11 days
Location

Manchester, Greater Manchester M17 1DJ, England

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • A large regional IFA firm in Manchester is seeking a financial planning administrator to join their client-centric team.
  • The role involves inputting new business applications, providing technical support, and assisting in producing suitability reports.
  • Candidates should have experience in a financial planning administrator role and possess strong communication and teamwork skills.
  • The firm offers training and development support, along with excellent long-term career progression opportunities.
  • The basic salary for this position is up to £32,000 plus benefits.

This large regional IFA firm, with a highly client centric approach to financial planning is currently seeking a financial planning administrator to work as part of their busy team in Manchester.

In this role you will undertake tasks including inputting new business applications and following these cases through to completion; providing technical support both internally and externally with clients, and assisting in the production of suitability reports.

This firm offers training and development support and excellent long-term opportunities to progress your career.

You must have experience working in a financial planning administrator role and ideally have excellent communication and team working skills.

Basic salary to £32,000 + benefits

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.