Financial Planning Administrator

  • Location

    Preston, Lancashire

  • Sector:

    Financial Planning

  • Job type:

    Permanent

  • Salary:

    £20000 - £26000 per annum + Bonus and Benefits

  • Contact:

    David Everingham

  • Contact email:

    deveringham@mbfitzgerald.co.uk

  • Job ref:

    BBBH2382_1582192854

  • Published:

    7 months ago

  • Expiry date:

    2020-03-21

  • Consultant:

    #

Financial Planning Administrator - National Wealth & Investment Management Organisation - Salary negotiable depending on experience - Preston

MB Fitzgerald are working with a National Wealth & Investment Management organisation who are looking to continue their growth in the North-West by adding an additional Financial Planning Administrator to their busy support team in Preston

The role will be working alongside the financial planners and Paraplanners, providing support to ensure that their clients receive a first class service. You will be responsible for new business processing, letters of authority, liaising with providers, typing, client queries etc.

Candidates should be experienced IFA Administrators with a good knowlege of financial services products including pensions and investments. Those who have studied towards the Diploma Financial Planning would be preferred although this is not essential.

This is a fantastic opportunity to join a genuine market leader. The company will offer full support towards studies for professional qualifications and opportunities to progress within the business.