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Date Added: Thu 03/10/2024

Financial Planning Administrator - Stockport

Stockport, UK
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Company: MI SEARCH LTD

Job Type: Permanent, FullTime

Salary: £28,000 - £31,000 per annum

This highly respected financial planning firm is currently seeking an experienced financial planning administrator to join its team in Stockport.

In this role you will work closely with financial planners, paraplanners and clients ensuring the financial planning advice they receive is the highest quality possible.

You will be involved in processing of cases, dealing with letters of authority, contacting providers and preparing review packs for clients.

Ideally you will be keen to study or hold qualifications leading to level 4 Diploma status (CII or equivalent) and have experience undertaking financial planning administration for financial planners.

Basic salary to £31,000, benefits and hybrid working available.

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