MI Search Ltd in Aberdeen is seeking a Financial Planning Administrator to support the Wealth Planning team. You will provide comprehensive administrative assistance to Independent Financial Advisers, ensuring smooth delivery of financial planning services to clients.
Key duties include processing letters of authority, preparing valuations, tracking new business, and liaising with clients and providers. The role offers hybrid working, a structured salary, pension, and a discretionary bonus
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Wealth Planning Admin (Hybrid) – Client-Focused Support 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.
