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Financial Planning Administrator

2 months ago

Sheffield, United Kingdom Search Full time

Financial Planning AdministratorSalary: £28,000 & Bonus OpportunityLocation: Sheffield, South YorkshireFull Time, Permanent Role - On-site Monday to FridayThe Financial Planning Administrator will receive brilliant benefits

  • Bonus Opportunity available
  • Monday to Friday with no weekends
  • 25 holiday days entitlement plus bank holiday.
  • Attractive 8% non-contributary pension
  • Opportunities for career progression, and support / guidance to undertake industry-based qualifications

We have a great opportunity available for an experienced Administrator within the wealth management/pensions industry to join a successful and growing team. Our client is unrivaled in their reputation for excellence and providing a consultative approach to all their valued clients. An amazing opportunity for someone to join a lucrative business with guaranteed growth opportunities and potential for the right person. If you are a dynamic and ambitious person looking to work with a like-minded team, apply now for more information.The Key Duties of the Financial Planning Administrator

  • Process and monitor all new business applications for both Directors and Financial Advisors.
  • Liaising with clients and product providers.
  • Maintain a diary system for all cases submitted and provide regular updates on cases and their development.
  • Ensure that all files are compliant with regards to AML (Anti-money Laundering) requirements. / GDPR
  • Provide support to the Directors and Advisors with regards to:
  • Client valuations.
  • Key client reviews.
  • Completion of all required documentation.
  • Meeting preparations
  • General servicing inquiries including policy and contract alterations.
  • Co-ordination of promotions and client mailers.

The Key Requirements of the Financial Planning Administrator

  • Good communication skills both verbal and written.
  • Analytical and numerical ability - able to analyse, evaluate and interpret data.
  • Ability to multi-task.
  • Ability to prioritise workloads and deal with any urgent issues that arise.
  • We are seeking someone with a minimum of 12- 18 months experience working within an administrative role within a Financial Advisory firm.

If you are interested in the role, and want to know more, please apply or call the Leeds Business Support Team at Search for more information.

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.