Financial Planning Administrator

  • Location:

    Stockport, Greater Manchester

  • Sector:

    Financial Services

  • Job type:

    Full Time

  • Salary:

    Negotiable

  • Contact:

    Antonia Mihaylova

  • Contact email:

    antonia.mihaylova@search.co.uk

  • Job ref:

    Req/552335

  • Published:

    5 months ago

  • Expiry date:

    2020-03-19

  • Start date:

    TBC

Financial Planning Assistant
South Manchester
Salary of up to £27,000 + benefits

I am pleased to be engaged by a highly regarded national Financial Planning organisation to assist with the search for a knowledgeable and experienced Financial Planning Administrator to join their friendly team in South Manchester.

The appointee will play in instrumental role in providing high quality pre and post-sales support to the Financial Planners, including new business processing, obtaining quotes and illustrations, producing valuations and dealing fund switches.

The successful applicant will already have experience in a financial advisory practice, and their technical skills will be coupled with excellent communication skills and excellent attention to detail. Progress made towards relevant industry qualifications will be advantageous and support for further studies will be provided.

If you are interested in applying for this position or similar roles, or indeed just require a confidential conversation about your next career move, please contact Antonia Mihaylova at Search Financial Services on 07580 429 541 or simply send your details to antonia.mihaylova@search.co.uk. All enquiries and correspondence will be treated in the strictest confidence.

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.