Business Development Assistant
7 days ago
We are seeking an experienced administrator to join our team as an Administrator for Independent Financial Advisers. In this role, you will provide administrative support to our financial advisors, handle client communication, and maintain accurate records.
The successful candidate will have 1-3 years of experience in an administrative role within a financial advisory firm and be familiar with investments, pensions, life assurance, health insurance, and personal tax. Based in Sheffield, the ideal candidate will possess excellent communication skills and be able to work effectively in a fast-paced environment.
Main Responsibilities:
- Support financial advisors with day-to-day tasks, including direct client contact and updating client cases.
- Liaise with clients and product providers to resolve queries and issues.
- Ensure AML compliance and provide support with client valuations and document completion.
- Coordinate promotions and client mailers to engage with clients and prospects.
What We Offer:
- A competitive salary of £25,000 - £30,000 per annum, depending on experience.
- Ongoing training and development to enhance your skills and knowledge.
- The opportunity to work in a dynamic and growing industry.
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