Financial Planning Support Specialist

3 days ago


Sheffield, Sheffield, United Kingdom Lime People Search & Select Ltd Full time

About Us:

Lime People Search & Select Ltd is a leading independent financial advisory firm based in Sheffield. Our team of experts provides tailored financial services to businesses and individuals, focusing on pensions and retirement planning, as well as holistic financial planning.

We are currently seeking a highly skilled IFA Administrator to support our Financial Advisers in delivering exceptional client experiences. In this role, you will be responsible for ensuring clients can plan for a secure retirement by providing top-notch service.

Key Accountabilities:

  • Preparing and sending letters of authority to financial institutions
  • Communicating with financial providers to obtain necessary information
  • Maintaining regular updates with clients regarding case progress
  • Distributing advice recommendation packages to clients
  • Submitting recommendations and annual reviews through the Intelliflo back-office system
  • Providing exceptional customer service and care throughout the client journey

What We Offer:

In addition to a competitive salary, we provide ongoing training and development opportunities to enhance your skills and advance your career. If you possess the required experience and skills, we invite you to apply for this exciting opportunity.



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