Technical Financial Planning Administrator - Leeds

MI Search Ltd
Leeds, UK
25,000 - 28,000
15 Jan 2021
23 Jan 2021
This national financial planning firm is currently seeking an experienced financial services administrator in Leeds.

In this role you will benefit from flexibility to work from both the office and home and work as part of a dedicated team of administrators supporting the financial planners.

In this role you will be involved in the production of client advice, liaising with product providers, undertaking research, preparing client reviews, preparing illustrations and processing new advice.

You must have experience in an administration role working within a financial planning practice across all areas of financial planning and have excellent IT skills and experience in dealing with platforms and bespoke financial planning software.

Basic salary to £28,000 and benefits.

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