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Financial Planning Administrator - IFA practice - Marlborough

Financial Planning Administrator - IFA practice - Marlborough

MI Search Ltd

Posted 13 days ago, valid for 14 days

Marlborough, Wiltshire SN8 4AN, England

£20,000 - £30,000 per annum

Full Time

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Sonic Summary

This job is for a financial planning administrator at a national IFA firm in Marlborough.
The role involves supporting financial advisers and paraplanners, preparing client packs, dealing with client queries, and processing new business.
Applicants must have experience working in a financial planning administrator role and ideally have some CII qualifications or be willing to study for them.
The salary for this position is up to £31,000 per year, plus benefits.
This is a great opportunity for someone with financial planning experience to progress their career within the firm.

This national IFA firm is currently seeking a financial planning administrator to work as part of their busy team in Marlborough.

In this role you will support financial advisers and paraplanners and be involved in preparing client packs and annual reviews, dealing with client queries and correspondence, liaising with product providers, processing new business and general administration tasks.

This firm offers excellent training and support and the opportunity to progress your career within the firm.

You must have experience working in a financial planning administrator role and ideally have some CII qualifications or be keen to study these.

Basic salary to £31,000 + benefits

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