Financial Services Administrator

5 days ago


Sheffield, Sheffield, United Kingdom Succession Wealth Full time
About the Role

We 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 providers to obtain policy details and illustrations.
  • Process new business applications and track them to completion.
  • Prepare documentation for client appointments and meetings, including annual planning meeting packs.
  • Respond to client inquiries and liaise directly with clients.
  • Send prepared investment information and reports to clients.
  • Ensure accurate and timely data entry.
Requirements
  • Good 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.
  • Good working knowledge of Microsoft Word and Excel.
What We Offer
  • Competitive basic salary and annual pay reviews.
  • Performance-linked pay increases.
  • Fantastic range of benefits, including 25 days annual leave, company pension scheme, agile working arrangements, and more.
Why Succession Wealth?

We are a leading financial advisory firm committed to delivering exceptional outcomes for our clients. Our team is passionate about supporting our colleagues in achieving their career goals. We offer a range of benefits and opportunities for growth and development.



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