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Date Added: Wed 04/09/2024

Financial Planning Administrator - IFA Practice - Milton Keynes

Milton Keynes, UK
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Company: MI SEARCH LTD

Job Type: Permanent, FullTime

Salary: £28,000 - £31,000 per annum, Inc benefits

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

In this role you will support financial advisers and paraplanners and be involved in preparing client packs and annual reviews, dealing with client queries and correspondence, liaising with product providers, processing new business and general administration tasks.

This firm offers excellent training and support and the opportunity to progress your career within the firm.

You must have experience working in a financial planning administrator role and ideally have some CII qualifications or be keen to study these.

Basic salary to £31,000 + benefits

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