MI Search Ltd are recruiting a Financial Planning Administrator to join a national IFA firm’s Wealth Planning team in Leamington Spa. You will provide comprehensive administrative support to a team of Independent Financial Advisers, helping ensure smooth delivery of financial planning services.
Key duties include processing letters of authority, client valuations and quotations, new business applications, chasing providers, preparing client review packs, and maintaining accurate records in line
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Wealth Planning Administrator | Hybrid, Bonus & Pension in Warwick 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.
