This national IFA business, operating in both the personal and corporate financial planning markets is currently seeking a financial planning administrator to join its wealth planning team in Wilmslow.

In this role you will be involved in providing efficient administration support to the independent financial planning advisers. The role involves dealing with letters of authority, preparing valuations and quotations, processing and chasing new business, preparing review packs and speaking with clients, providers and advisers.

You must be an experienced financial planning administrator, with experience using platforms such as Transact, Quilter and Aviva platforms.

Basic salary to £30,000, generous discretionary bonus scheme, flexible benefits allowance, pension and hybrid working.