Financial Administrator

7 months ago


Sheffield, United Kingdom Agenda Partnership Full time

Financial Administrator

Sheffield

Up to £25k per annum

Monday - Friday 9.00am - 4.30pm (35 hours)

Benefits: 25 days holiday (rising with length of service) plus Bank Holidays, Birthday Leave, Holiday Purchase Scheme, Life Assurance, Pension and Corporate Eyecare

Agenda Partnership have a fantastic opportunity to join a growing financial planning business as a Financial Administrator. Within this role you will act as the point of contact for client queries with regards to pensions, investments and protection as well as liaising with product providers and covering all aspects within the general office administration to ensure a first-class service is provided to internal and external parties.

Financial services knowledge and experience of working in a financial planning practice is a must due to the nature of the business.

Day to day responsibilities:

- You will be responsible for ensuring that all financial planning client administration is carried out in accordance with the Firm's procedures:

- Preparing client meeting packs / valuations
- Requesting and collating information for existing plans
- Preparing annual review letters, including drawdown reviews
- Processing surrenders / partial encashments / withdrawals
- Processing fund switches
- Dealing re deceased clients
- Providing additional support to the advisers and report writers
- Issuing policy documents
- Maintain client records on the company software and ensure the client and firm's files are well presented, accurate and compliant
- Updating and maintaining client back office system to ensure details are up to date

You will also manage and complete daily administrative tasks, such as:

- Taking phone calls, inquiries and request from providers and clients, and handling them where appropriate
- Finalising dictated file notes
- Arranging basic administration requirements from file notes as instructed
- Post management, scanning and photocopying as required
- Day to day reception duties including meeting & greeting clients and visitors.
- Ensuring sufficient supplies of stationery / consumables / sundries

Experience/background required:

- CII Level 3 Qualifications in Financial Administration preferable, if not training will be provided to achieve these
- Good working knowledge of IO and Platform experience essential.
- An understanding of Model Portfolios/DFMs preferable
- Exceptional written and verbal communication skills with keen attention to detail
- Ability to manage and prioritise workloads and work to time scales.
- Comfortable working on own initiative, setting and managing personal goals, directing workflow and managing often conflicting deadlines.
- Excellent planning, organisational and multi-tasking abilities
- Excellent written and verbal communication skills at all levels with the ability to empathise and build trust with clients

**Job Types**: Full-time, Permanent

**Salary**: Up to £25,000.00 per year

**Benefits**:

- Company car
- Company events
- Company pension
- Transport links
- Wellness programme

Schedule:

- Monday to Friday

Work Location: In person

Reference ID: TB_FINANCEADMIN_SHEFF



  • Sheffield, United Kingdom Perspective Financial Group Ltd Full time

    We are one of the UK’s leading financial planning and wealth management firms with over 20 local offices nationwide. Founded in 2008, we employ over 300 people including over 120 highly qualified financial planners and paraplanners. We are very client-centric and regarded as the firm that regularly sets the standard of excellence in this sector. For us,...


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

    Job SummaryWe are seeking an experienced Financial Administrator to join our team in a Financial Advisory firm. The successful candidate will provide administration support for Financial Advisers and Directors.About the RoleProvide administrative support to Financial Advisers and DirectorsArrange basic administration requirements from file notesCollate costs...


  • Sheffield, United Kingdom BRUIN Financial Full time

    Permanent - Sheffield, **Ref**: 37500 Pension Administrator - £30k + Bonus + Benefits We have a fantastic opportunity for Pension Administrator to join a leading pension consultancy based in Sheffield. This is an exciting opportunity to join an established company at its growth stage and really grow and develop within the role. As a Pension...


  • Sheffield, Sheffield, United Kingdom Sue Ross Recruitment Ltd Full time

    Temporary Finance AssistantWe are seeking a temporary Finance Assistant to work with our client, a local charity, for 2-3 months.This part-time role involves various financial tasks and has the possibility of flexibility in work days, requiring 15 hours per week.Administrative duties for the Purchase Ledger, including adding invoices and managing related...

  • Trainee Mortgage

    7 months ago


    Sheffield, United Kingdom Endurance Financial Limited Full time

    **Trainee Mortgage and Pension Administrator** **Job description** We are a well established and trusted financial services firm based in Sheffield, searching for a dynamic and enthusiastic Trainee Mortgage and Pension Administrator to join our team. This is a fantastic opportunity for an individual with a strong personality and a passion for...


  • Sheffield, United Kingdom Independent Lending Full time

    Independent Lending are excited to be expanding and are looking for a Financial Services Administrator to join our successful team. An excellent opportunity has arisen for a professional Administrator to join this friendly and proactive Independent Mortgage, Protection and Commercial Finance brokers. You will be an integral part of a great team providing...


  • Sheffield, United Kingdom Recruit UK Full time

    **Job Title: Administrator** **Industry: Financial Services** **Location: Sheffield** **Salary: £22,000 - £24,000** Recruit UK are working on an excellent opportunity for an Administrator to join a well-established Financial Advice firm in Sheffield. **Company**: This is a Sheffield based company, offering financial planning and wealth management...


  • 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...


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

    Role OverviewWe are seeking an experienced Administrator to join our team at Lime People Search & Select Ltd, a fully independent nationwide Financial Advisory firm. As an Administrator, you will provide administration support for both the Financial Advisers and Directors of the business.About the RoleThis office-based Administrator role in Sheffield...


  • Sheffield, United Kingdom CV-Library 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...


  • 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...


  • Sheffield, Sheffield, United Kingdom Benchmark Recruitment Full time

    Job Description: Senior Financial AdministratorWe are seeking a highly skilled Senior Financial Administrator to join our team in Sheffield city centre. This is a permanent role with a competitive salary of £38,000 - £48,000 per annum.Key responsibilities include:Managing budgets and financial reports.Negotiating contracts and ensuring business...


  • Sheffield, United Kingdom Search Consultancy Full time

    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...

  • Ifa Administrator

    7 months ago


    Sheffield, United Kingdom AFH Financial Group Full time

    **IFA Administrator - Sheffield** An opportunity to join AFH Wealth Management, one of the UK’s leading independent financial advisory and wealth management firms. We are looking for those of you who wish to grow with us as a business and support our strong growth plans, with hybrid working. This is a full-time, permanent opportunity and in return, you...


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

    Job Overview:Lime People Search & Select Ltd, a leading provider of financial solutions, is seeking an experienced Financial Planning Administrator to join their team in Sheffield. As a key member of the administrative team, you will provide vital support to Financial Advisors in day-to-day tasks, ensuring seamless client interactions and efficient case...


  • 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,...


  • Sheffield, Sheffield, United Kingdom Pratap Partnership Ltd Full time

    We are seeking a highly skilled Financial Administrator to join our team at Pratap Partnership Ltd. This is a part-time position, working 24 hours over 3 days per week.The successful candidate will provide support to the Company Accountant and the wider team:Maintaining accurate financial records and performing routine accounting tasks;Preparing and...


  • Sheffield, Sheffield, United Kingdom CV-Library Full time

    My client, a prominent nationwide Financial Advisory firm, is seeking an experienced Administrative Support Specialist to join their team. The ideal candidate will have around 1+ years of experience working within a Financial Advisory firm as an Administrator or PA.The successful candidate will be responsible for providing administration support for both the...


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

    Job Description:Lime People Search & Select Ltd is a renowned independent financial advisory firm in Sheffield, offering specialized financial services to businesses and individuals. Our focus lies in pensions and retirement planning, as well as comprehensive financial planning.We are currently seeking a seasoned IFA Administrator to join our team of...


  • Sheffield, Sheffield, United Kingdom Austin Fraser Full time

    About Austin Fraser">Our client is a fully independent nationwide financial advisory firm providing sound financial advice to both businesses and individuals.">We are seeking an experienced administrator to provide administration support for our team, responsible for the daily operations of the business.">Key Responsibilities">Collate costs and charges...