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Financial Services Administration Manager
2 months ago
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 OverviewWe're looking for a skilled administration manager to join our team. As a key member of our team, you'll be responsible for submitting new and existing business, primarily using the websites of investment platforms. You'll also keep full and accurate records using our back-office database and check all transactions have been implemented correctly.
Key Responsibilities- Obtaining illustrations and key features documents
- Rebalancing investment portfolios
- Financial services back-office systems (such as Plannr, Adviser Office, Intelligent Office, or Xplan)
- Investment platforms such as Fidelity, Nucleus, and Wealthtime
- Pension and investment companies such as Aviva, Standard Life, and InvestAcc
- Financial services administration procedures
- Submitting business via investment platforms
- MS Office
- A hybrid office-based/from-home working arrangement (we'd like you to work three days a week in our Sheffield office)
- 25 days annual leave, plus all bank holidays
- A non-contributary pension with generous 8% employer pension contributions
- Free parking
- On-site parking
- 3 years' experience with online pension & investment platforms or submitting pension & investment applications online
- 3 years' experience working in the financial planning and advice sector in the UK
We're looking for someone with a strong background in financial services administration and a passion for delivering excellent results. If you're a skilled and motivated individual who is looking for a new challenge, we'd love to hear from you.
