Hybrid Wealth Planning Administrator

MI Search Ltd; Royal Leamington Spa; Hybrid; GBP 27,000 - 33,000; Full time

Benefits offered by this job

Hybrid working

Pension scheme

Bonus scheme

Flexible benefits

Job summary

MI Search Ltd seeks a Financial Planning Administrator to join its wealth planning team in Leamington Spa on a hybrid basis. You will provide comprehensive administrative support to Independent Financial Advisers, ensuring smooth delivery of financial planning services to clients.

Your role includes preparing client valuations, processing applications, producing review packs, and maintaining regulatory-compliant records, all while supporting a busy wealth management desk.

Qualifications

• Experience providing administrative support in a professional services environment.
• Strong organisational and time-management abilities with attention to detail.
• Clear written and verbal communication; able to liaise with clients and advisers.

Responsibilities

• Process and manage client documents and letters of authority.
• Prepare client valuations and quotations.
• Process and track new business applications.
• Follow up with providers and outstanding cases.
• Prepare client review packs and support annual reviews.
• Liaise with clients, advisers and product providers; maintain accurate records.

Skills

Administrator experience

Organisational skills

Communication skills

Deadline management

Job description

MI Search Ltd seeks a Financial Planning Administrator to join its wealth planning team in Leamington Spa on a hybrid basis. You will provide comprehensive administrative support to Independent Financial Advisers, ensuring smooth delivery of financial planning services to clients.

Your role includes preparing client valuations, processing applications, producing review packs, and maintaining regulatory-compliant records, all while supporting a busy wealth management desk.