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Financial Planning Administrator - IFA practice - Milton Keynes

Financial Planning Administrator - IFA practice - Milton Keynes

MI Search Ltd

Posted 13 days ago, valid for 14 days

Milton Keynes, Buckinghamshire MK10 9QA

£20,000 - £30,000 per annum

Full Time

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Sonic Summary

This national IFA firm is seeking a financial planning administrator in Milton Keynes.
The role involves supporting financial advisers and paraplanners, preparing client packs, and processing new business.
Applicants must have experience in a financial planning administrator role and ideally some CII qualifications.
The salary for this position is up to £31,000, with benefits included.
Experience working in a similar role and a willingness to study for CII qualifications are required.

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

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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Financial Planning Administrator - IFA practice - Milton Keynes

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