Financial Planning Administrator
2 weeks ago
Financial Planning Administrator
Sheffield
Up to £30,000 + excellent benefits package, bonus, exam support, parking
A well established Financial Planning organisation in Sheffield are looking to bolster their team. I require an enthusiastic and experienced Financial Planning Administrator to join this successful office.
Experience in a Financial Services environment is essential and in return you can receive an excellent salary and benefits package including bonus and genuine career progression.
- Have at least 1 years experience carrying out an administration/sales support role within a Financial Services Advice environment.
- Detailed and working knowledge of regulatory requirements.
- Experience and knowledge of investments, pension plans and other financial products.
- Strong IT skills; basic MS Office package.
- Excellent organisational and communication skills.
- Strong numeracy skills.
The main duties of this role include:
- Liaising with clients, fund managers, solicitors and accountants daily.
- Processing and monitoring complex business.
- Completing FCA compliant transactions.
- Obtaining information from fund managers.
- Sending letters of authority.
- Working closely with advisers.
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