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This national financial planning and investment management firm is currently seeking a financial planning administrator to join its team in York.
In this role you will be involved in liaising with clients and product providers and working closely with paraplanners and advisers within the firm. In this varied role you will also be involved in tasks such as processing new business and the preparation of cases, submitting business to providers and processing fund switches.
This firm offers excellent long term career potential with avenues into paraplanning, advisory, compliance or operational roles possible.
You must have experience as a financial services administrator within an advisory firm, work well as part of a team and have excellent attention to detail.
Basic salary to £27,000 and benefits (including PMI), discretionary bonus and hybrid working.
