Financial Planning Administrator

4 weeks ago


Sheffield, United Kingdom Lime People Search & Select Ltd Full time

My client is a fully independent nationwide Financial Advisory firm, providing sound Financial Advice to both businesses and individuals across Pensions, Retirement Planning, Estate Planning, Tax and Investments.

We urgently seeking an experienced Administrator to join an existing team who are responsible for providing Administration support for both the Financial Advisers and Directors of the business. Collating costs & charges information for annual review purposes
To telephone clients when required
To be the first contact for answering and directing telephone calls
Opening of post in morning & allocation to staff
Ideally we would be seeking an individual who has around 1+ years experience working within a Financial Advisory firm as an Administrator or PA. But we are also willing to consider Administrators who have previous experience working in the Financial Services sector.

A great salary and working environment is offered for this role, which is office based in Sheffield



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