Current jobs related to Wealth Administration Professional - Sheffield, Sheffield - Succession Wealth
-
Financial Services Administrator
3 weeks ago
Sheffield, Sheffield, United Kingdom Succession Wealth Full timeFinancial Services Administrator OpportunityWe 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...
-
Financial Services Administrator
3 weeks ago
Sheffield, Sheffield, United Kingdom Succession Wealth Full timeFinancial Services Administrator OpportunityWe 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...
-
Financial Services Administrator
1 month ago
Sheffield, Sheffield, United Kingdom Succession Wealth Full timeAbout the RoleWe 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 ResponsibilitiesLiaise with policy providers to obtain policy...
-
Financial Services Administrator
1 month ago
Sheffield, Sheffield, United Kingdom Succession Wealth Full timeAbout the RoleWe 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 ResponsibilitiesLiaise with policy providers to obtain policy...
-
Financial Services Administrator
2 months ago
Sheffield, Sheffield, United Kingdom Succession Wealth Full timeAbout the RoleWe 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 ResponsibilitiesLiaise with policy providers to obtain policy...
-
Financial Services Administrator
3 weeks ago
Sheffield, Sheffield, United Kingdom Succession Wealth Full timeAbout the RoleWe 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 provide exceptional support to our Wealth Planners, ensuring they maintain and develop their portfolios of clients.Key ResponsibilitiesLiaise with policy providers to obtain...
-
Financial Services Administrator
3 weeks ago
Sheffield, Sheffield, United Kingdom Succession Wealth Full timeAbout the RoleWe 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 provide exceptional support to our Wealth Planners, ensuring they maintain and develop their portfolios of clients.Key ResponsibilitiesLiaise with policy providers to obtain...
-
Financial Services Administrator
2 weeks ago
Sheffield, Sheffield, United Kingdom Succession Wealth Full timeUnlock your potential in financial services administration with Succession WealthRemote working opportunities As a leading financial advisory firm, Succession Wealth is committed to delivering exceptional outcomes for our clients. We're seeking an organised and competent Financial Services Administrator to join our team. The Role You will work closely with...
-
Financial Services Administrator
1 week ago
Sheffield, Sheffield, United Kingdom Succession Wealth Full timeUnlock Your Potential in Financial Services AdministrationRemote working At Succession Wealth, we're committed to delivering exceptional financial advice and service to our clients. To achieve this, we're seeking an organised and competent Financial Services Administrator to join our team. The Role You will work closely with our Wealth Planners to ensure the...
-
Financial Administrator
2 weeks ago
Sheffield, Sheffield, United Kingdom Perspective Financial Group Ltd Full timeJob DescriptionWe are seeking a highly organized and detail-oriented Financial Administrator to join our team at Perspective Financial Group Ltd. As a key member of our administration team, you will provide exceptional support to our clients and colleagues, ensuring a first-class service is delivered at all times.Your primary responsibilities will...
-
Financial Services Coordinator
2 months ago
Sheffield, Sheffield, United Kingdom Succession Wealth Full timeUnlock Your Potential in Financial Services AdministrationJoin a Leading Financial Advisory Firm At Succession Wealth, we're committed to delivering exceptional financial advice and outstanding service to our clients. We're seeking a highly organized and competent Financial Services Administrator to join our team. The Role You will work closely with our...
-
Client Delivery Specialist
2 months ago
Sheffield, Sheffield, United Kingdom Succession Wealth Full timeUnlock Your Potential in Financial Services AdministrationJoin a Leading Financial Advisory Firm At Succession Wealth, we're committed to delivering exceptional financial advice and outstanding service to our clients. As a Financial Services Administrator, you'll play a vital role in supporting our Wealth Planners and ensuring the smooth operation of our...
-
Wealth Management Coordinator
3 days ago
Sheffield, Sheffield, United Kingdom Recruit UK | Certified B Corp™ Full timeFinancial Planning Administrator RoleWe are working with a leading Financial Planning and Private Client Investment Management company based in Sheffield to fill a Financial Planning Administrator position.This award-winning integrated company provides planning and investment services to both professionals and individuals, with £1bn of assets under...
-
Wealth Management Attorney
2 months ago
Sheffield, Sheffield, United Kingdom Austen Lloyd Full timePrivate Client OpportunityA Solicitor with Private Client experience is sought by Austen Lloyd, a Specialist Legal Recruitment Agency.Job SummaryAusten Lloyd is seeking a Solicitor with Private Client experience to join their team. The ideal candidate will have a solid background in Private Client law, dealing with matters such as Wills, Trusts, Probate, and...
-
Wealth Management Attorney
2 months ago
Sheffield, Sheffield, United Kingdom Austen Lloyd Full timePrivate Client OpportunityA Solicitor with Private Client experience is sought by Austen Lloyd, a Specialist Legal Recruitment Agency.Job SummaryAusten Lloyd is seeking a Solicitor with Private Client experience to join their team. The ideal candidate will have a solid background in Private Client law, dealing with matters such as Wills, Trusts, Probate, and...
-
Financial Sales and Wealth Manager
1 month ago
Sheffield, Sheffield, United Kingdom deVere Group Full timeUnlock Your Potential as a Financial Sales and Wealth ManagerThis role is based in the UAE and requires relocation to a dynamic and growing market.We are expanding our footprint and seeking self-motivated, entrepreneurial thinking professionals to join our team in the UAE.If you are an experienced Financial Advisor or have a proven background in sales and...
-
Financial Sales and Wealth Manager
1 month ago
Sheffield, Sheffield, United Kingdom deVere Group Full timeUnlock Your Potential as a Financial Sales and Wealth ManagerThis role is based in the UAE and requires relocation to a dynamic and growing market.We are expanding our footprint and seeking self-motivated, entrepreneurial thinking professionals to join our team in the UAE.If you are an experienced Financial Advisor or have a proven background in sales and...
-
Financial Services Administrator
4 weeks ago
Sheffield, Sheffield, United Kingdom North Oak Recruitment Full timeSenior Administrator OpportunityNorth Oak Recruitment is seeking a highly skilled Senior Administrator to join our client's award-winning Wealth Management organisation in Nottingham. This exciting new role will assist the CEO in improving case turnaround times and workflow efficiency to provide an enhanced client experience.Key Responsibilities:Collate and...
-
Financial Services Administrator
4 weeks ago
Sheffield, Sheffield, United Kingdom North Oak Recruitment Full timeSenior Administrator OpportunityNorth Oak Recruitment is seeking a highly skilled Senior Administrator to join our client's award-winning Wealth Management organisation in Nottingham. This exciting new role will assist the CEO in improving case turnaround times and workflow efficiency to provide an enhanced client experience.Key Responsibilities:Collate and...
-
Financial Services Administrator
3 weeks ago
Sheffield, Sheffield, United Kingdom North Oak Recruitment Full timeSenior Administrator OpportunityNorth Oak Recruitment is seeking a highly skilled Senior Administrator to join our client's award-winning Wealth Management organisation in Nottingham. This exciting new role will assist the CEO in improving case turnaround times and workflow efficiency to provide an enhanced client experience.Key Responsibilities:Collate and...
Wealth Administration Professional
2 months ago
Unlock Your Potential in Financial Services Administration
Join a Leading Financial Advisory Firm
At Succession Wealth, we're committed to delivering exceptional financial advice and outstanding service to our clients. We're seeking a highly organized and competent Financial Services Administrator to join our team.
The Role
You will work closely with our Wealth Planners to ensure the smooth administration of client portfolios. Your primary responsibilities will include:
- Liaising with policy providers to obtain policy details and illustrations.
- Processing new business applications and tracking them to completion.
- Preparing documentation for client appointments and meetings, including annual planning meeting packs.
- Responding to client inquiries and liaising directly with clients.
- Sending prepared investment information and reports to clients.
- Ensuring accurate and timely data entry.
Requirements
- A strong 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.
- Proficiency in Microsoft Word and Excel.
What We Offer
- A competitive basic salary and annual pay reviews.
- A range of benefits, including a company pension scheme, agile working arrangements, and enhanced maternity and paternity pay.
- Access to a range of health benefits, including eye care vouchers, flu vaccinations, and employee assistance programs.
- Support with professional exams and study leave.
- Opportunities for career progression and professional development.
Our Commitment to Wellbeing
- We offer a range of wellbeing initiatives, including employee assistance programs, mental health first aiders, and menopause support.
- We prioritize work-life balance and offer flexible working arrangements.
- We provide access to a range of health benefits and wellbeing resources.
Why Choose Succession Wealth?
- We're a leading financial advisory firm with a reputation for delivering exceptional service and advice.
- We offer a range of career development opportunities and a supportive work environment.
- We prioritize wellbeing and offer a range of initiatives to support our employees' physical and mental health.
