Financial Services Administration Manager

16 hours ago


Sheffield, Sheffield, United Kingdom Fyfe Financial Full time £32,000 - £36,000
About Fyfe Financial

We're a Chartered financial planning practice specialising in helping our clients build their wealth and make the most of their money. Our focus is on providing sound advice at a fair price and putting our clients first.

Job Overview

We're seeking a talented administration manager to join our team. You'll work closely with our advisers, client relationship managers, and office manager to deliver effectively for our 180 existing clients.

Key Responsibilities
  • Submit new and existing business using investment platforms
  • Keep full and accurate records using our back-office database
  • Check all transactions have been implemented correctly
  • Obtain illustrations and key features documents
  • Rebalance investment portfolios
  • Manage financial services back-office systems
  • Work with investment platforms and pension companies
Requirements
  • Hybrid office-based/from-home working arrangement
  • 25 days annual leave, plus all bank holidays
  • Non-contributory pension with 8% employer pension contributions


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