Financial Planning Administrator - Darlington - National IFA Firm

MI Search Ltd; United Kingdom; On-site; GBP 23,000 - 28,000; Full time

Job summary

A national IFA firm is seeking a financial planning administrator to join their Darlington team. The role involves processing new business applications, handling investment and pension withdrawals, and providing technical support. The ideal candidate will have previous experience in a financial planning environment, knowledge of IO/platforms, and strong communication skills. The firm offers in-house training and excellent career advancement opportunities.

Benefits

In-house training academy

Long-term career opportunities

Qualifications

• Experience working as a financial planning administrator.
• Familiarity with investment and pension withdrawals.
• Ability to produce suitability reports.

Responsibilities

• Input new business applications and ensure their completion.
• Process investment and pension withdrawals.
• Provide technical support to clients and conduct compliance monitoring.

Skills

Communication skills

Teamwork

Understanding of IO/platforms

Knowledge of model portfolios and DFM

Job description

This national IFA firm, with a highly client centric approach to financial planning is currently seeking a financial planning administrator to work as part of their busy team in Darlington.

In this role you will undertake tasks including inputting new business applications and following these cases through to completion; processing investment and pension withdrawals; providing technical support both internally and externally with clients, compliance monitoring; assisting in the production of suitability reports; and project work when required.

This firm offers an-house training academy, and excellent long-term opportunities to progress your career within the firm.

You must have experience working in a financial planning administrator role and ideally have experience of IO / platforms and an understanding of model portfolios and DFM's alongside excellent communication and team working skills.

Basic salary to GBP28,000 benefits