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Financial Planning Administrator
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Sheffield, United Kingdom Tempest Jones Full time**Financial Planning Administrator** An opportunity has arisen for a Financial Planning Administrator to join a multiple award-winning Wealth Management practice in Sheffield. This role will involve full technical and administrative support to a team of busy financial planners who give advice on estate planning, retirement planning, investments,...
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Financial Planning Administrator
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Sheffield, United Kingdom Lime People Search & Select Ltd Full timeMy 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...
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Financial Services Administration Manager
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Sheffield, United Kingdom Fyfe Financial Full time €32,000 - €36,000If you’re a skilled financial services administration manager looking for a new challenge, we’d love to hear from you! We’re Fyfe Financial, a Sheffield-based Chartered financial planning firm that believes our advice should positively impact our clients' real lives, not just their bank balances. Fyfe Financial We’re a Chartered financial...
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Financial Services Administration Manager
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Financial Planning Administrator
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Sheffield, United Kingdom Lime People Search & Select Ltd Full timeMy 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...
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Financial Planning Administrator
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Sheffield, United Kingdom Search Full timeFinancial Planning AdministratorSalary: £28,000 & Bonus Opportunity Location: Sheffield, South YorkshireFull Time, Permanent Role - On-site Monday to FridayThe Financial Planning Administrator will receive brilliant benefitsBonus Opportunity availableMonday to Friday with no weekends!25 holiday days entitlement plus bank holiday.Attractive 8%...
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Financial Planning Administrator
4 months ago
Sheffield, United Kingdom Lime People Search & Select Ltd Full timeMy 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...
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Financial Planning Administrator
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Sheffield, Sheffield, United Kingdom Taylor James Professional Recruitment Full timeIFA Administrator Job OpportunityWe are seeking a highly organized and experienced IFA Administrator to join our client's team in Sheffield. As an IFA Administrator, you will play a crucial role in supporting the financial planning team with administrative tasks, ensuring the smooth operation of the business.Key Responsibilities:Process new business...
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Financial Planning Administrator
2 days ago
Sheffield, Sheffield, United Kingdom Taylor James Professional Recruitment Full timeIFA Administrator Job OpportunityWe are seeking a highly organized and experienced IFA Administrator to join our client's team in Sheffield. As an IFA Administrator, you will play a crucial role in supporting the financial planning team with administrative tasks, ensuring the smooth operation of the business.Key Responsibilities:Process new business...
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Financial Planning Administrator
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Sheffield, United Kingdom Search Full timeFinancial 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 availableMonday to Friday with no weekends!25 holiday days entitlement plus bank holiday.Attractive 8%...
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Financial Planning Administrator
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Sheffield, United Kingdom Idex Full timeWe are working with a financial firm based in Sheffield who are looking to recruit their next Financial Planning Administrator. Our clients are well established and are looking for an experienced Financial Planning Administrator who can join their growing team. **Key duties and responsibilities**: - Maintaining client records - Supporting client journey -...
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Financial Planning Administrator
3 days ago
Sheffield, Sheffield, United Kingdom Lime People Search & Select Ltd Full timeLime People Search & Select Ltd is seeking an experienced IFA Administrator to support the Financial Advisers within the business. The successful candidate will provide a high level of customer service and care throughout the client journey, ensuring clients are able to plan for a comfortable retirement. Key responsibilities include sending letters of...
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Financial Planning Administrator
3 days ago
Sheffield, Sheffield, United Kingdom Lime People Search & Select Ltd Full timeLime People Search & Select Ltd is seeking an experienced IFA Administrator to support the Financial Advisers within the business. The successful candidate will provide a high level of customer service and care throughout the client journey, ensuring clients are able to plan for a comfortable retirement. Key responsibilities include sending letters of...
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Financial Services Administration Manager
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Sheffield, Sheffield, United Kingdom Fyfe Financial Full timeAbout the RoleWe are seeking an experienced Financial Services Administration Manager to join our team at Fyfe Financial. As a key member of our team, you will be responsible for providing administrative support to our financial services operations.Key ResponsibilitiesManage and maintain accurate records using our back-office databaseSubmit new and existing...
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Financial Services Administration Manager
3 days ago
Sheffield, Sheffield, United Kingdom Fyfe Financial Full timeAbout the RoleWe are seeking an experienced Financial Services Administration Manager to join our team at Fyfe Financial. As a key member of our team, you will be responsible for providing administrative support to our financial services operations.Key ResponsibilitiesManage and maintain accurate records using our back-office databaseSubmit new and existing...
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Financial Services Administration Manager
3 days ago
Sheffield, Sheffield, United Kingdom Fyfe Financial Full timeAbout the RoleWe are seeking an experienced Financial Services Administration Manager to join our team at Fyfe Financial. As a key member of our administration team, you will be responsible for ensuring the smooth operation of our back-office functions, providing exceptional support to our clients and colleagues, and contributing to the growth and success of...
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Financial Services Administration Manager
3 days ago
Sheffield, Sheffield, United Kingdom Fyfe Financial Full timeAbout the RoleWe are seeking an experienced Financial Services Administration Manager to join our team at Fyfe Financial. As a key member of our administration team, you will be responsible for ensuring the smooth operation of our back-office functions, providing exceptional support to our clients and colleagues, and contributing to the growth and success of...
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Financial Planning Administrator
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Sheffield, United Kingdom Bond Recruitment Full timeOur client is a well respected national firm of independent financial advisers, they are currently recruiting an IFA Administrator for their Sheffield offices. **Specific Responsibilities**: The key duties of the role are listed below. Due to the nature of the business, the role may also include additional responsibilities considered reasonable: - Assisting...
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Financial Services Administration Manager
3 days ago
Sheffield, Sheffield, United Kingdom Fyfe Financial Full time £32,000 - £36,000About Fyfe FinancialWe're a Chartered financial planning practice specialising in helping our clients build their wealth and make the most of their money. Our focus is on providing sound advice at a fair price and putting our clients first.Job OverviewWe're seeking a talented administration manager to join our team. You'll work closely with our advisers,...
Financial Planning Administrator
4 months ago
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. Specifically you'll be responsible for the following: Administration duties To arrange basic administration requirements from file notes as instructed Collating costs & charges information for annual review purposes Preparing valuations / client packs for client meetings To send off letters by email and post as required To be responsible for scanning and administrative duties as required To telephone clients when required Day to day reception duties To be responsible for the main reception duties during opening hours To be the first contact for answering and directing telephone calls Opening of post in morning & allocation to staff To deal with clients at the front desk in a polite and courteous manner To arrange refreshments for clients and advisers as necessary To take accurate messages for advisers and members of staff as necessary To undertake photocopying / scanning duties as requested To be responsible for franking of outgoing post To ensure sufficient supplies of stationery / consumables / sundries 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
