Financial Planning Administrator

1 week ago

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

At Recruit UK | Certified B Corp&, we are working with a leading Financial Planning and Private Client Investment Management company based in Sheffield on a Financial Planning Administrator role.

The successful candidate will participate in all aspects of client service administration, providing support to a growing team of Financial Planners and Paraplanners. From new business submissions to handling client queries, you will be integral to the client process.

Key responsibilities include:

  • Providing administrative support to the Financial Planning team
  • Assisting with new business submissions and client onboarding
  • Handling client queries and resolving issues
  • Supporting the team with data entry and record-keeping

What we offer:

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

Requirements:

  • Financial Services Administration experience preferably from within the wealth management or investment sector
  • Basic Compliance and regulatory knowledge
  • Microsoft Word and Excel skills and excellent written communication
  • Experience using client management systems
  • Understanding of provider platforms and online services

This is an excellent opportunity to join a dynamic and award-winning company that values its employees and provides a supportive and inclusive work environment.

We are looking for a motivated and organized individual who is passionate about delivering exceptional client service and is eager to learn and grow with our company.

If you are a team player with excellent communication skills and a keen eye for detail, we would love to hear from you.

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