Financial Services Administration Manager
22 hours ago
We are seeking a skilled Financial Services Administration Manager to join our team at Fyfe Financial, a Chartered financial planning firm based in Sheffield.
As a Financial Services Administration Manager, you will be responsible for delivering high-quality administration services to our clients, working closely with our two advisers, two client relationship managers, and office manager.
Your key responsibilities will include:
- Submitting new and existing business to investment platforms
- Keeping full and accurate records using our back-office database
- Checking all transactions have been implemented correctly
- Liaising with clients when submissions are complete
To be successful in this role, you will need to have:
- Knowledge and experience of financial services back-office systems
- Experience of investment platforms such as Fidelity, Nucleus, and Wealthtime
- Knowledge of pension and investment companies such as Aviva, Standard Life, and InvestAcc
- Financial services administration procedures
We offer a competitive salary of between £32,000 and £36,000 dependent on experience, a hybrid office-based/from-home working arrangement, 25 days annual leave, plus all bank holidays, and a non-contributory pension with generous 8% employer pension contributions.
If you are a motivated and organized individual with a passion for financial services, we would love to hear from you.
", "company": "Fyfe Financial"}-
Sheffield, Sheffield, United Kingdom Fyfe Financial Full time £32,000 - £36,000Financial Services Administration ManagerWe're seeking a skilled Financial Services Administration Manager to join our team at Fyfe Financial, a Chartered financial planning firm based in Sheffield. As a key member of our team, you'll be responsible for delivering exceptional administrative support to our advisers, client relationship managers, and office...
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Sheffield, Sheffield, United Kingdom Fyfe Financial Full time £32,000 - £36,000Financial Services Administration ManagerWe're seeking a skilled Financial Services Administration Manager to join our team at Fyfe Financial, a Chartered financial planning firm based in Sheffield. As a key member of our team, you'll be responsible for delivering exceptional administrative support to our advisers, client relationship managers, and office...
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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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