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Financial Planning Administrator - Rotherham

Financial Planning Administrator - Rotherham

MI Search Ltd

Posted 16 days ago, valid for 11 days

Mexborough, South Yorkshire S64 5ST

£20,000 - £25,000 per annum

Full Time

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Sonic Summary

Position: Financial Planning Administrator
Location: Huddersfield
Responsibilities: Support financial advisers and paraplanners, prepare client packs and annual reviews, deal with client queries and correspondence, liaise with product providers, process new business, and perform general administration tasks
Experience: Must have experience in financial planning administration or pension administration
Salary: Basic salary £26,000 to £31,000 + benefits

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

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.

You must have experience working in a financial planning administration or a pension administration role.

Basic salary £26,000 to £31,000 + benefits and excellent training and support to develop your career.

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