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 administrative support to Financial Planners and Paraplanners
  • Handling client queries and new business submissions
  • Assisting with client onboarding and offboarding processes
  • Maintaining accurate records and databases

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

Location: Sheffield

Salary: Up to £28,000



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