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Financial Planning Administrator - Nuneaton - Salary to £28,000

MI Search Ltd
Posted 9 days ago, valid for 10 days
Location

Nuneaton, Leicestershire CV136BW, England

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The financial planning arm of a leading UK wealth management firm is hiring a Financial Planning Administrator for their Nuneaton office.
  • The role involves gathering data, producing review packs, processing new business, and supporting paraplanners and advisers.
  • Candidates must have experience in a financial planning administrator role with strong attention to detail and communication skills.
  • Knowledge of Intelligent Office is desirable but not essential for applicants.
  • The position offers a basic salary of up to £28,000 along with pension and benefits.

The financial planning arm of one of the UK's leading wealth management firms is currently seeking a Financial Planning Administrator to join the financial planning team in their Nuneaton office.

In this role you will undertake tasks including gathering data, producing review packs, processing new business, dealing with letters of authority, updating client files, liaising with providers and generally ensuing the paraplanners and advisers are well supported.

You must have experience working in a financial planning administrator role and ideally have excellent attention to detail, communication and team working skills. A knowledge of Intelligent Office would be desirable but not essential.

Basic salary to £28,000, pension, benefits

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.