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Financial Planning Administrator

Posted 21 hours 13 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