Financial Planning Administrator

ZipRecruiter; Banstead; On-site; GBP 25,000 - 35,000; Full time

Job summary

A financial planning firm in Banstead is looking for a Financial Planning Administrator to support a collaborative team. The role involves managing client communications and providing administrative assistance in a fast-paced environment. Ideal candidates will have strong administrative skills and preferably some experience in financial planning.

Qualifications

• Strong administrative skills.
• Experience in financial planning or a related field is preferred.

Responsibilities

• Provide administrative support to the financial planning team.
• Coordinate and manage client documents and communications.

Job description

Overview

The Role: I am recruiting a Financial Planning Administrator / IFA Administrator / Financial Planning Assistant to join the team at MLP Wealth Management, a progressive and ambitious independent Chartered Financial Planning firm based in Banstead, Surrey (SM7). Working in a collaborative, fast paced and client focused team, the Financial Planning Administrator provides highly involved administrativ...