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Financial Planning Administrator - York - Salary to £30,000

Financial Planning Administrator - York - Salary to £30,000

MI Search Ltd

Posted 13 hours ago, valid for 22 days

York, North Yorkshire YO60, England

Full Time

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Sonic Summary

This national wealth management firm is seeking a Financial Planning Administrator for their IFA team based in York with hybrid working options.
The role involves inputting new business applications, processing investment and pension withdrawals, and providing technical support to clients and internally.
Candidates should have experience in a financial planning administrator role with a strong emphasis on attention to detail and communication skills.
The position offers a basic salary of up to £30,000 plus additional benefits.
Ideally, applicants should possess relevant experience in the financial services sector.

This national wealth management firm is currently seeking a Financial Planning Administrator to join their IFA team out of their York office (hybrid working).

In this role you will undertake tasks including inputting new business applications and following these cases through to completion; processing investment and pension withdrawals; and providing technical support both internally and externally with clients.

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

Basic salary to £30,000 + benefits

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Financial Planning Administrator - York - Salary to £30,000

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