This financial planning practice is currently seeking a financial services administrator to work out of its York office (hybrid working available).
In this role you will support a team of paraplanners and financial planners deal with clients. You will be involved in dealing with letters of authority, helping produce suitability letters, dealing with clients and supporting advisers with their diaries
You must have experience undertaking financial planning administration within an financial planning practice.
Basic salary to £30,000, pension, benefits and hybrid working available.