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.
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Hybrid Wealth Planning Administrator in Royal Leamington Spa employer: MI Search Ltd
As a Lead Financial Planner in Kingston, you will join a dynamic and supportive work culture that prioritises employee development and growth. With a competitive salary, generous bonus scheme, and comprehensive benefits, our company fosters an environment where ambitious professionals can thrive while making a meaningful impact on clients' financial futures. The opportunity to lead a successful office and mentor fellow advisers ensures that your career will flourish in this vibrant location.
