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Financial Planning Administrator
4 months ago
**Location**
**Salary**
**Posted on**
**Reference**
**Sheffield
£24000 - £27000
26/05/2023
NJR13843
DESCRIPTION
IFA Administrator
Location: Sheffield
Looking for a new challenge? Wanting to work for reputable organisation, who not only offers career development, but pension, critical illness cover, health cash plan, death in service, 25 days holidays which increases with length of service, discounted online shopping, discounted gym memberships and season ticket loans?
Our Client, a well known wealth management company, now has an excellent opportunity for an ambitious and talented individual to join a leading Wealth Management organisation based in Sheffield at a time of exciting change and significant targeted growth.
As a member of the Financial Planning support team, the individual will participate in all aspects of client service administration, providing support to a growing team of Financial Planners and Paraplanners.
**Responsibilities**:
Diary Management for the Financial Advisers
Adding and updating client details on the system
Processing new business
Preparing client review reports with relevant supporting documents and processing the post review paperwork
Liaising with third parties including product providers
Acting as the primary client contact for all queries
Working closely with other members of the team to ensure a consistent level of service
What's in it for you?
25 days holiday + bank holidays
Hybrid working
Private health care
Company Pension
Excellent training and development
Full study support
Our client is looking for someone with a can-do attitude, who has the eagerness, passion and drive to succeed in a fast paced busy environment were accuracy and attention to detail is key.
For more information please contact one of our specialist consultants quoting REF: NJR13843
