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    Sheffield, Sheffield, United Kingdom Fyfe Financial Full time

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

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    Sheffield, Sheffield, United Kingdom Perspective Financial Group Ltd Full time

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  • Financial Planning Administrator

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

    Join a Leading Financial Planning and Private Client Investment Management CompanyRecruit UK | Certified B Corp is working with a prestigious financial planning and private client investment management company in Sheffield to find a talented Financial Planning Administrator to join their team.This is an excellent opportunity for a motivated and organized...

  • Financial Planning Administrator

    3 weeks ago

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

    Job Title: Financial Planning AdministratorWe are seeking an experienced Financial Planning Administrator to join our team at Lime People Search & Select Ltd.Key Responsibilities:* Support Financial Advisers in providing holistic Financial Planning services* Ensure clients are able to plan for a comfortable retirement* Send letters of authority to financial...

  • Financial Planning Administrator

    1 month ago

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

    Financial Planning Administrator OpportunityRecruit UK is working with a leading Financial Planning and Private Client Investment Management company in Sheffield to find a skilled Financial Planning Administrator. This is an excellent opportunity to join a dynamic team and contribute to the growth of a successful company.The company is an award-winning...

  • Financial Planning Administrator

    1 month ago

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

    Financial Planning Administrator OpportunityRecruit UK is working with a leading Financial Planning and Private Client Investment Management company in Sheffield to find a skilled Financial Planning Administrator. This is an excellent opportunity to join a dynamic team and contribute to the growth of a successful company.The company is an award-winning...

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    3 weeks ago

    Sheffield, Sheffield, United Kingdom Fyfe Financial Full time

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  • Financial Planning Administrator

    4 weeks ago

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

    Exciting Opportunity at Recruit UK | Certified B CorpWe are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team at Recruit UK | Certified B Corp in Sheffield.As a key member of our Financial Planning support team, you will play a vital role in providing exceptional client service and administrative support to our...

  • Financial Planning Administrator

    4 weeks ago

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

    Recruit UK | Certified B Corp is seeking a skilled Financial Planning Administrator to join their team in Sheffield. As a member of the Financial Planning support team, you will participate in all aspects of client service administration, providing support to a growing team of Financial Planners and Paraplanners.Key responsibilities include:Providing...

  • Financial Planning Administrator

    3 weeks ago

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

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    4 weeks ago

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

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  • Financial Planning Administrator

    4 weeks ago

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

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  • Financial Planning Administrator

    4 weeks ago

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

    About the RoleWe are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team in Sheffield. As a key member of our Financial Planning support team, you will play a vital role in providing exceptional client service and administrative support to our Financial Planners and Paraplanners.Responsibilities will...

  • Financial Planning Administrator

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

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    Sheffield, Sheffield, United Kingdom Tempest Jones Full time

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  • Financial Planning Administrator

    3 weeks ago

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

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Financial Planning Administrator

2 months ago

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

Lime People Search & Select Ltd is seeking an experienced IFA Administrator to support the Financial Advisers within the business. The successful candidate will be responsible for providing a high level of customer service and care throughout the client journey. Key responsibilities include sending letters of authority to financial providers, chasing providers for required information, and keeping clients updated on the progress of their cases. The ideal candidate will have strong understanding of the IFA process and associated regulatory requirements, with good product knowledge across Pensions, retirement Planning, Investments etc. Excellent communications skills and the ability to prioritise workloads are essential. Experience of using the Aviva platform is advantageous. A great salary is offered along with training and development opportunities.