Job Opportunity: Financial Planning Administrator
This national financial planning and investment management firm is currently seeking a financial planning administrator to join its team in Macclesfield.
In this role, you will be involved in:
1. Liaising with clients and product providers
2. Working closely with paraplanners and advisers within the firm
3. Processing new business and the preparation of cases
4. Submitting business to providers and processing fund switches
This firm offers excellent long-term career potential with avenues into:
1. Paraplanning
2. Advisory
3. Compliance
4. Operational roles
You must have:
1. Experience as a financial services administrator within an advisory firm
2. The ability to work well as part of a team
3. Excellent attention to detail
Salary: Basic salary to £27,000 and benefits (including PMI), discretionary bonus and hybrid working.
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