MI Search Ltd in Wilmslow is seeking a Financial Planning Administrator to join its Wealth Planning team on a hybrid basis. You will provide comprehensive administrative support to a team of Independent Financial Advisers, ensuring smooth delivery of financial planning services to clients.
Key duties include processing Letters of Authority, preparing valuations and quotations, handling new business, chasing providers, producing client review packs, and maintaining accurate records for regulatory
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Wealth Planning Administrator (Hybrid) – Bonus Eligible in Wilmslow 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.
