Financial Planning Administrator

Posted 21 hours 5 minutes ago by MI Search

£30,000 Annual
Permanent
Not Specified
Other
Warwickshire, Warwick, United Kingdom, CV344
Job Description

This national IFA firm is currently seeking a financial planning administrator to work as part of their busy team in Warwick.

In this role you will support financial advisers and paraplanners and be involved in:

  • Obtaining provider information (LOA) and collating these together with relevant client specific illustrations required
  • Processing New Business
  • Preparing valuation reports
  • Assisting with researc click apply for full job details