Financial Planning Administrator - Rotherham - National IFA Firm

MI Search Ltd; United Kingdom; On-site; GBP 25,000 - 30,000; Full time

Job summary

A national IFA firm in Rotherham is seeking a Financial Planning Administrator to join their team. You will manage new business applications, support clients, and assist in producing suitability reports. The ideal candidate must have experience in a similar role and excellent communication skills. This role offers a salary up to £30,000 and great opportunities for career progression.

Benefits

In-house training academy

Opportunities for career progression

Qualifications

• Experience working in a financial planning administrator role is required.
• Understanding of IO/platforms and model portfolios preferred.
• Excellent communication and team working skills are essential.

Responsibilities

• Input new business applications and track them through to completion.
• Process investment and pension withdrawals.
• Provide technical support to clients and internally.
• Assist in the production of suitability reports.
• Engage in project work as required.

Skills

Communication skills

Team working

Experience in financial planning

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 Rotherham.

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 GBP30,000 benefits