Financial Services Administrator
5 days ago
We are seeking a highly organized and competent Financial Services Administrator to join our team at Succession Wealth. As a key member of our administration team, you will play a vital role in supporting our Wealth Planners in delivering exceptional service to our clients.
Key Responsibilities- Liaise with policy providers to obtain policy details and illustrations.
- Process new business applications and track them to completion.
- Prepare documentation for client appointments and meetings, including annual planning meeting packs.
- Respond to client inquiries and liaise directly with clients.
- Send prepared investment information and reports to clients.
- Ensure accurate and timely data entry.
- Good background in financial services administration, preferably in client and advisor support.
- Experience with XPLAN is desirable but not essential.
- Excellent communication, literacy, and numeracy skills with a high degree of accuracy.
- Strong interpersonal and organizational skills.
- Good working knowledge of Microsoft Word and Excel.
- Competitive basic salary and annual pay reviews.
- Performance-linked pay increases.
- Fantastic range of benefits, including 25 days annual leave, company pension scheme, agile working arrangements, and more.
We are a leading financial advisory firm committed to delivering exceptional outcomes for our clients. Our team is passionate about supporting our colleagues in achieving their career goals. We offer a range of benefits and opportunities for growth and development.
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Financial Services Administration Manager
8 hours 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
11 hours 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
16 hours 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
14 hours 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
14 hours 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,...
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Financial Services Administration Manager
12 hours 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,...
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Financial Services Administrator
6 days ago
Sheffield, Sheffield, United Kingdom Taylor James Professional Recruitment Full timeIFA Administrator 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 applications...
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Financial Services Administrator
6 days ago
Sheffield, Sheffield, United Kingdom Taylor James Professional Recruitment Full timeIFA Administrator 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 applications...
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Financial Services Administrator
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Sheffield, Sheffield, United Kingdom MI Search Ltd Full timeJob Summary:MI Search Ltd is seeking a skilled Financial Planning Administrator to join its team in a national financial planning and investment management firm. As a key member of the team, you will be responsible for liaising with clients and product providers, working closely with paraplanners and advisers, and processing new business and case...
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Financial Services Administrator
2 days ago
Sheffield, Sheffield, United Kingdom Taylor James Professional Recruitment Full timeIFA Administrator OpportunityWe are seeking an experienced IFA Administrator to join our client's team in Sheffield. As a key member of the team, you will be responsible for providing administrative support to financial planners and clients.Key Responsibilities:Process new business applications for key financial productsSubmit transaction and trade requests,...
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Financial Services Administrator
2 days ago
Sheffield, Sheffield, United Kingdom Taylor James Professional Recruitment Full timeIFA Administrator OpportunityWe are seeking an experienced IFA Administrator to join our client's team in Sheffield. As a key member of the team, you will be responsible for providing administrative support to financial planners and clients.Key Responsibilities:Process new business applications for key financial productsSubmit transaction and trade requests,...
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Administrative Assistant
1 week ago
Sheffield, Sheffield, United Kingdom Taylor James Professional Recruitment Full timeJob Summary:We are seeking an 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 applications for key financial products, ensuring...
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Administrative Assistant
1 week ago
Sheffield, Sheffield, United Kingdom Taylor James Professional Recruitment Full timeJob Summary:We are seeking an 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 applications for key financial products, ensuring...
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Administrative Assistant
2 weeks ago
Sheffield, Sheffield, United Kingdom Taylor James Professional Recruitment Full timeJob Summary:We are seeking an experienced IFA Administrator to join our client's team on a permanent basis. As a key member of the financial services team, you will be responsible for providing administrative support to financial planners and clients.Key Responsibilities:Process new business applications across key financial products, ensuring accurate and...
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Administrative Assistant
1 week ago
Sheffield, Sheffield, United Kingdom Taylor James Professional Recruitment Full timeJob Summary:We are seeking an experienced IFA Administrator to join our client's team on a permanent basis. 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 applications across key financial...
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Administrative Assistant
1 week ago
Sheffield, Sheffield, United Kingdom Taylor James Professional Recruitment Full timeJob Summary:We are seeking an experienced IFA Administrator to join our client's team on a permanent basis. 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 applications across key financial...
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Financial Administrator
4 weeks ago
Sheffield, Sheffield, United Kingdom Sellick Partnership Full timePosition OverviewTitle: Financial AdministratorIndustry: Public SectorEmployment Type: Fixed Term Contract (8 months)Compensation: £29,000 to £34,000Sellick Partnership is seeking to appoint a Financial Administrator for our client in the Public Sector located in South Yorkshire.Role Summary:Provide essential support to the finance team by ensuring the...
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Financial Administrator
4 weeks ago
Sheffield, Sheffield, United Kingdom Sellick Partnership Full timePosition OverviewTitle: Financial AdministratorIndustry: Public SectorEmployment Type: Fixed Term Contract (8 months)Compensation: £29,000 to £34,000Sellick Partnership is seeking to appoint a Financial Administrator for our esteemed Public Sector client located in South Yorkshire.Role Summary:Provide essential support to the finance team in delivering...
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Financial Services Coordinator
2 days ago
Sheffield, Sheffield, United Kingdom Coburg Banks Technical Full timeJob OverviewWe're seeking a highly skilled and organized administrator to join our Wealth Management business as a key member of the Financial Planning support team.The successful candidate will provide administrative support to a growing team of Financial Planners and Para planners, participating in all aspects of client service administration.Key...
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Financial Services Coordinator
2 days ago
Sheffield, Sheffield, United Kingdom Coburg Banks Technical Full timeJob OverviewWe're seeking a highly skilled and organized administrator to join our Wealth Management business as a key member of the Financial Planning support team.The successful candidate will provide administrative support to a growing team of Financial Planners and Para planners, participating in all aspects of client service administration.Key...