Junior Planning and Administration Role

2 days ago


Sheffield, Sheffield, United Kingdom Exchange Street Executive Search Full time

We're seeking a highly organized and detail-oriented individual to join our team as a Client Liaison Administrator. In this role, you'll play a vital part in the smooth operation of our financial planning business, providing exceptional support to both clients and internal teams.

Your primary responsibility will be to manage diaries, ensuring that our financial planners and paraplanners are equipped to provide the best possible service to our clients. You'll also have the opportunity to work closely with clients, understanding their needs and preferences, and communicating effectively to resolve any issues that may arise.

This is an ideal role for someone who enjoys administration and is passionate about delivering high-quality customer service. We're open to candidates with little or no experience, as long as they demonstrate a willingness to learn and grow with our company.

We estimate the salary for this position to be around £28,000 - £32,000 per annum, based on current market rates.



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