Job Description
The financial planning arm of one of the UK's leading wealth management firms is currently seeking a Financial Planning Administrator to join the financial planning team in their Nuneaton office.
In this role you will undertake tasks including gathering data, producing review packs, processing new business, dealing with letters of authority, updating client files, liaising with providers and generally ensuing the paraplanners and advisers are well supported.
You must have experience working in a financial planning administrator role and ideally have excellent attention to detail, communication and team working skills. A knowledge of Intelligent Office would be desirable but not essential.
Basic salary to £28,000, pension, benefits
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