Current jobs related to Financial Planning Administrator - Sheffield, Sheffield - Lime People Search & Select Ltd

  • Financial Services Administration Manager

    4 weeks ago

    Sheffield, Sheffield, United Kingdom Fyfe Financial Full time

    Join Our Team as a Financial Services Administration ManagerWe are seeking a skilled Financial Services Administration Manager to join our team at Fyfe Financial, a Chartered financial planning firm based in Sheffield. Our focus is on providing advice that positively impacts our clients' real lives, not just their bank balances.As a Financial Services...

  • Financial Services Administration Manager

    4 weeks ago

    Sheffield, Sheffield, United Kingdom Fyfe Financial Full time

    Join Our Team as a Financial Services Administration ManagerWe are seeking a skilled Financial Services Administration Manager to join our team at Fyfe Financial, a Chartered financial planning firm based in Sheffield. Our focus is on providing advice that positively impacts our clients' real lives, not just their bank balances.As a Financial Services...

  • Financial Services Administration Manager

    3 weeks ago

    Sheffield, Sheffield, United Kingdom Fyfe Financial Full time

    Join Our Team as a Financial Services Administration ManagerWe are seeking a skilled Financial Services Administration Manager to join our team at Fyfe Financial, a Chartered financial planning firm based in Sheffield. Our focus is on providing advice that positively impacts our clients' real lives, not just their bank balances.As a Financial Services...

  • Financial Services Administration Manager

    1 month ago

    Sheffield, Sheffield, United Kingdom Fyfe Financial Full time

    Join Our Team as a Financial Services Administration ManagerWe are seeking a skilled Financial Services Administration Manager to join our team at Fyfe Financial, a Chartered financial planning firm based in Sheffield. Our focus is on providing advice that positively impacts our clients' real lives, not just their bank balances.As a Financial Services...

  • Financial Services Administration Manager

    1 month ago

    Sheffield, Sheffield, United Kingdom Fyfe Financial Full time

    Join Our Team as a Financial Services Administration ManagerWe are seeking a skilled Financial Services Administration Manager to join our team at Fyfe Financial, a Chartered financial planning firm based in Sheffield. Our focus is on providing advice that positively impacts our clients' real lives, not just their bank balances.As a Financial Services...

  • Financial Planning Administrator

    3 weeks ago

    Sheffield, Sheffield, United Kingdom Recruit UK | Certified B Corp™ Full time

    Exciting Opportunity for a Financial Planning AdministratorRecruit UK is working with a leading Financial Planning and Private Client Investment Management company in Sheffield to find a talented Financial Planning Administrator to join their team.This is an excellent opportunity to work with a dynamic and award-winning company that provides planning and...

  • Financial Planning Administrator

    1 month ago

    Sheffield, Sheffield, United Kingdom Recruit UK | Certified B Corp™ Full time

    Financial Planning Administrator OpportunityRecruit 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 RoleAs a Financial Planning...

  • Financial Planning Administrator

    1 month ago

    Sheffield, Sheffield, United Kingdom Recruit UK | Certified B Corp™ Full time

    Financial Planning Administrator OpportunityRecruit 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 RoleAs a Financial Planning...

  • Financial Administrator

    3 weeks ago

    Sheffield, Sheffield, United Kingdom Perspective Financial Group Ltd Full time

    Perspective Financial Group Ltd Job OpportunityWe are seeking a highly skilled and motivated Financial Administrator to join our team at Perspective Financial Group Ltd. As a key member of our administration team, you will play a vital role in providing exceptional support to our clients and colleagues.Key Responsibilities:Provide high-quality administrative...

  • Financial Planning Administrator

    4 weeks ago

    Sheffield, Sheffield, United Kingdom Recruit UK | Certified B Corp™ Full time

    Join a Leading Financial Planning and Private Client Investment Management CompanyRecruit UK | Certified B Corp is working with a prestigious financial planning and private client investment management company in Sheffield to find a talented Financial Planning Administrator to join their team.This is an excellent opportunity for a motivated and organized...

  • Financial Planning Administrator

    4 weeks ago

    Sheffield, Sheffield, United Kingdom Recruit UK | Certified B Corp™ Full time

    Join a Leading Financial Planning and Private Client Investment Management CompanyRecruit UK | Certified B Corp is working with a prestigious financial planning and private client investment management company in Sheffield to find a talented Financial Planning Administrator to join their team.This is an excellent opportunity for a motivated and organized...

  • Financial Planning Administrator

    3 weeks ago

    Sheffield, Sheffield, United Kingdom Lime People Search & Select Ltd Full time

    Job Title: Financial Planning AdministratorWe are seeking an experienced Financial Planning Administrator to join our team at Lime People Search & Select Ltd.Key Responsibilities:* Support Financial Advisers in providing holistic Financial Planning services* Ensure clients are able to plan for a comfortable retirement* Send letters of authority to financial...

  • Financial Planning Administrator

    1 month ago

    Sheffield, Sheffield, United Kingdom Recruit UK Full time

    Financial Planning Administrator OpportunityRecruit 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 chance to join a dynamic team and contribute to the company's growth and success.The company is an award-winning integrated...

  • Financial Planning Administrator

    4 weeks ago

    Sheffield, Sheffield, United Kingdom Recruit UK Full time

    Financial Planning Administrator OpportunityRecruit 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.The company is an award-winning...

  • Financial Planning Administrator

    4 weeks ago

    Sheffield, Sheffield, United Kingdom Recruit UK Full time

    Financial Planning Administrator OpportunityRecruit 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.The company is an award-winning...

  • Financial Planning Administrator

    1 month ago

    Sheffield, Sheffield, United Kingdom Recruit UK | Certified B Corp™ Full time

    Financial Planning Administrator OpportunityRecruit 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.The company is an award-winning...

  • Financial Planning Administrator

    1 month ago

    Sheffield, Sheffield, United Kingdom Recruit UK | Certified B Corp™ Full time

    Financial Planning Administrator OpportunityRecruit 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.The company is an award-winning...

  • Financial Services Administration Manager

    3 weeks ago

    Sheffield, Sheffield, United Kingdom Fyfe Financial Full time

    We're seeking a skilled Financial Services Administration Manager to join our team at Fyfe Financial, a Chartered financial planning firm based in Sheffield. Our focus on client satisfaction means we need to add a talented administrator to our team to deliver effectively for our 180 existing clients and anyone new we bring onboard.You'll work closely with...

  • Financial Planning Administrator

    3 weeks ago

    Sheffield, Sheffield, United Kingdom Recruit UK | Certified B Corp™ Full time

    Exciting Opportunity at Recruit UK | Certified B CorpWe are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team at Recruit UK | Certified B Corp in Sheffield.As a key member of our Financial Planning support team, you will play a vital role in providing exceptional client service and administrative support to our...

  • Financial Planning Administrator

    2 months ago

    Sheffield, Sheffield, United Kingdom Taylor James Professional Recruitment Full time

    IFA Administrator Job 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...

Financial Planning Administrator

2 months ago

Sheffield, Sheffield, United Kingdom Lime People Search & Select Ltd Full time

Lime People Search & Select Ltd is seeking an experienced IFA Administrator to support the Financial Advisers within the business. The successful candidate will provide a high level of customer service and care throughout the client journey, ensuring clients are able to plan for a comfortable retirement. Key responsibilities include sending letters of authority to financial providers, chasing providers for required information, and keeping clients updated on the progress of their cases. The ideal candidate will have strong understanding of the IFA process and associated regulatory requirements, with good product knowledge across Pensions, retirement Planning, Investments etc. Excellent communications skills and the ability to prioritise workloads are essential. Experience of using the Aviva platform is advantageous, as is additional Financial Services qualifications. A great salary is offered, along with training and development opportunities for progression.