Financial Planning Administrator

3 weeks ago

Sheffield, Sheffield, United Kingdom Recruit UK | Certified B Corp™ Full time
Financial Planning Administrator Opportunity

Recruit UK is working with a leading Financial Planning and Private Client Investment Management company in Sheffield to find a skilled Financial Planning Administrator.

This is an excellent opportunity to join a dynamic team and contribute to the growth of a successful company.

About the Role

As a Financial Planning Administrator, you will be responsible for providing administrative support to a growing team of Financial Planners and Paraplanners.

You will participate in all aspects of client service administration, including providing support with client onboarding, data entry, and document management.

Our client values flexibility and offers a range of working arrangements, including remote work options, to support work-life balance.

What We Offer
  • Competitive salary up to £28,000
  • Up to 25 days holiday + bank holidays + option to buy more
  • Two fundraising days in a year to give back to the community (fully paid)
  • Health membership with discounted leisure and travel and refunds on medical services
  • Pension contribution
Requirements

We are looking for a motivated and organized individual with experience in financial services administration, preferably from within the wealth management or investment sector.

You should have basic compliance and regulatory knowledge, as well as proficiency in Microsoft Word and Excel.

Able to demonstrate excellent written skills and understanding of provider platforms and online services.

About Recruit UK

As specialists in financial services recruitment, we bring unique expertise, insight, and connections to match candidates with their perfect position.

We have a reach of over 100,000 financial services connections and cover the whole of the UK with a local touch through our regional teams.

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