Financial Services Administration Manager

22 hours ago


Sheffield, Sheffield, United Kingdom Fyfe Financial Full time
{"title": "Financial Services Administration Manager", "description": "Job Title: Financial Services Administration Manager

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"}

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