See more Collapse

Financial Services Administrator

2 months ago

Sheffield, United Kingdom Tempest Jones Full time

The Company and Offering

A new opportunity has arisen for a Financial Planning Administrator to join a well-established friendly firm of Financial Planners in their Sheffield office.

On offer will be a competitive salary and benefits package, along with professional development and a long term career within a financial planning environment.

Accountabilities

This role will involve providing full administrative support to financial planners who give advice on pensions, investments and protection to both individuals and business owners.
- You will be involved in looking after both new and existing business.
- Obtaining illustrations on new business.
- Collating portfolio valuation reports.
- Accessing provider platforms to obtain crucial information
- Processing business accurately and in a timely fashion in line with compliance guidelines.
- Document preparation, scanning and data input as required.
- Diary management and other ad hoc tasks as required by the advisers.
- Answering the telephone to clients and third parties in a polite and professional manner, providing information and help when required.
- Working in a team environment towards common goals.

To apply

NB: Salary offered will depend on level of qualification and also level of experience in an equivalent role.

We have other current jobs related to this field that you can find below

  • Financial Services Administrator

    3 weeks ago

    Sheffield, United Kingdom Succession Wealth Full time

    _**Are you looking to develop your experience in financial services administration with one of the UK’s top advice firms?**_ **Basic salary of £25,000 plus a fantastic range of benefits - full details below.** **Remote or Hybrid from a Succession office** Since our formation in 2009, Succession Wealth has grown to be one of the UK's leading financial...

  • Financial Services Administrator

    1 week ago

    Sheffield, United Kingdom Templegate Full time

    **TEMPLEGATE RECRUITMENT** **Financial Services Specialist Recruiters** **Job Title**: Senior IFA Administrator **Location**: Sheffield **Benefits**: Competitive salary, Pension, Holiday and Parking **Salary**:£25,000 - £28,000 per annum basic (depending on qualifications and experience) **About the Company**: We are searching for an enthusiastic and...

  • Financial Service Administrator

    3 weeks ago

    Sheffield, United Kingdom Anna Maher Recruitment Full time

    Our client is a leading Financial Services Company based in S11. They have an enviable reputation and years of industry experience. Due to exceptional growth they are looking to appoint an experienced Administrator to join their team. Full time permanent - salary 24k This is a fantastic opportunity for Graduates from a Financial/Economics background looking...

  • Financial Services Administrator

    4 weeks ago

    Sheffield, United Kingdom Coburg Banks Full time

    One of the UK’s largest and foremost law firms is currently looking to recruit a skilled and highly organised Administrator to provide support within the Asset Management part of the business. Offering an attractive salary dependent on experience plus excellent benefits including pension scheme, health insurance, critical illness cover, childcare...

  • Mortgage Administrator

    1 week ago

    Sheffield, United Kingdom Burgh Recruitment Ltd (Financial Services) Full time

    **Mortgage Administrator** **Location: Sheffield** **Salary: £20,000 to £22,000 pa** **Hours: full time, Monday to Friday in smart offices with free parking** **Working as part of the team at a directly authorised Mortgage Broker** **The role: Mortgage Administrator** You will provide a full administrative service to the team including: - Creating...

  • Estates Financial Services Administrator

    2 months ago

    Sheffield, United Kingdom Sheffield Teaching Hospitals NHS Foundation Trust Full time

    A unique opportunity has arisen for an enthusiastic and motived individual to undertake the role of Estates Financial Services Administrator, within the Financial Accounting section of the Finance Department. The role holder will be responsible for providing a wide range of data management/administration support and financial analysis to the Estates...

  • Financial Services Administrator

    4 weeks ago

    Sheffield, United Kingdom NJR Recruitment Full time

    **Location** **Salary** **Posted on** **Reference** **Benefits** Sheffield £22000 - £25000 14/02/2023 NJR13286 plus benefits DESCRIPTION Financial Planning Administrator Sheffield £22,000 - £25,000 Plus Benefits NJR Recruitment is delighted to once again be representing a highly regarded Wealth Management organisation based in the Sheffield area. Our...

  • Financial Services Administrator

    2 weeks ago

    Sheffield, United Kingdom Kingswood Group Full time

    Are you someone with customer service experience ideally within a Wealth Management/Wealth Planning environment? We're looking to add to our team of Client Liaison Administrators in our Sheffield office. Working alongside our team of experts, as Client Liaison Administrator, you will often be the first person advisors and/or clients will contact, so you need...

  • Financial Administrator

    3 weeks 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...

  • Financial Administrator

    3 weeks ago

    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...

  • Db Pension Administrator

    1 month ago

    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...

  • Customer Service Administrator

    2 weeks ago

    Sheffield, United Kingdom Transaction Network Services Full time

    **Job Title**: Customer Service Administrator **Location**: Sheffield **Salary**: Competitive **Job type**:Full Time, Permanent. Since 1990, TNS has been a preferred supplier of networking and integrated data services to many leading organizations in the global payments and financial communities, as well as a provider of extensive telecommunications...

  • Ifa Administrator Sheffield

    3 weeks ago

    Sheffield, United Kingdom AFH Financial Group Full time

    **IFA Administrator - Sheffield** A fantastic opportunity to join one of the UK’s leading independent financial advisory and wealth management firms. We have an exciting opportunity to join our existing Administration team. Whilst experience can be a bonus, we are also looking for those of you who have a hunger for learning and wish to grow with us as a...

  • Customer Service Administrator

    2 weeks ago

    Sheffield, Sheffield, United Kingdom Transaction Network Services Full time

    Job Title: Customer Service AdministratorLocation: SheffieldSalary: CompetitiveJob type:Full Time, Permanent.Since 1990, TNS has been a preferred supplier of networking and integrated data services to many leading organizations in the global payments and financial communities, as well as a provider of extensive telecommunications network solutions to service...

  • Financial Planning Administrator

    2 weeks ago

    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,...

  • Financial Planning Administrator

    1 month 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 Planning Administrator

    1 month 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 Planning Administrator

    2 weeks ago

    Sheffield, Sheffield, United Kingdom Search Consultancy Full time

    Financial Planning AdministratorSheffieldUp to £30,000 + excellent benefits package, bonus, exam support, parkingA 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...

  • 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 Planning Administrator

    6 days 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...