Financial Planning Administrator - Fareham - Basic salary to £30k PA
other jobs MI Search Ltd
Added before 5 Days
- England,South East,Hampshire,Fareham
- Full Time, Permanent
- £25,000 - £30,000 per annum
Job Description:
This national IFA business, operating in both the personal and corporate financial planning markets is currently seeking a financial planning administrator to join its wealth planning team in Fareham.
In this role you will be involved in providing efficient administration support to the independent financial planning advisers. The role involves dealing with letters of authority, preparing valuations and quotations, processing and chasing new business, preparing review packs and speaking with clients, providers and advisers.
You must be an experienced financial planning administrator, with experience using platforms such as Transact, Quilter and Aviva platforms.
The basic salary of this role is between £25-30,000, discretionary bonus, pension, benefits and hybrid working.
In this role you will be involved in providing efficient administration support to the independent financial planning advisers. The role involves dealing with letters of authority, preparing valuations and quotations, processing and chasing new business, preparing review packs and speaking with clients, providers and advisers.
You must be an experienced financial planning administrator, with experience using platforms such as Transact, Quilter and Aviva platforms.
The basic salary of this role is between £25-30,000, discretionary bonus, pension, benefits and hybrid working.
Job number 3358723
Increase your exposure to recruiters with ProJobs
Thousands of recruiters are looking for you in the Job Master profile database, increase your exposure 4 times with a ProJob subscription
You can cancel your subscription at any time.