Financial Services Administration Manager

3 hours ago

Sheffield, Sheffield, United Kingdom Fyfe Financial Full time £32,000 - £36,000
Job Title: Administration Manager Financial Services

We are seeking a skilled Administration Manager to join our team at Fyfe Financial, a Chartered financial planning firm based in Sheffield.

About the Role

As an Administration Manager, you will be responsible for submitting new and existing business, primarily using the websites of investment platforms. You will also maintain accurate records using our back-office database and ensure all transactions are implemented correctly.

Key Responsibilities
  • Obtaining illustrations and key features documents
  • Rebalancing investment portfolios
  • Managing financial services back-office systems
  • Working with investment platforms and pension companies
  • Ensuring compliance with financial services administration procedures
  • Submitting business via investment platforms
What We Offer
  • A hybrid office-based/from-home working arrangement
  • 25 days annual leave, plus all bank holidays
  • A non-contributory pension with generous 8% employer pension contributions

We are a family business that believes in providing sound advice at a fair price and putting our clients first. If you are a skilled financial services administration manager looking for a new challenge, we would love to hear from you.

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