This national IFA firm, with a highly client centric approach to financial planning is currently seeking a financial planning administrator to work as part of their team in their office in Stoke-on-Trent.

In this role you will undertake tasks including inputting new business applications and following these cases through to completion; processing investment and pension withdrawals; providing technical support both internally and externally with clients, compliance monitoring; assisting in the production of suitability reports; and project work when required.

This firm offers an inhouse training academy, and excellent long-term opportunities to progress your career within the firm.

You must have experience working in a financial planning administrator role and ideally have experience of IO / platforms and an understanding of model portfolios and DFM's alongside excellent communication and team working skills.

Basic salary to £32,000 benefits