This national IFA firm is currently seeking a financial planning administrator to work as part of their busy team in Warwick.
In this role you will support financial advisers and paraplanners and be involved in:
- Obtaining provider information (LOA) and collating these together with relevant client specific illustrations required
- Processing New Business
- Preparing valuation reports
- Assisting with research and producing FE Analytics fund switch reports
- Liaising with clients
This firm offers excellent training and support and the opportunity to progress your career within the firm towards paraplanning and advising roles.
You must have experience working within an financial planning administrator role within a independent financial planning practice.
Basic salary to £30,000 + benefits