Financial Planning Administrator Role
3 weeks ago
Financial Planning Administrator Role
At Recruit UK, we are working with a leading Financial Planning and Private Client Investment Management company based in Sheffield on a Financial Planning Administrator role.
This is an excellent opportunity for a skilled individual to join their team and contribute to their success.
Key Responsibilities:
- Participate in all aspects of client service administration, providing support to a growing team of Financial Planners and Paraplanners.
- Offer exceptional customer service, ensuring the highest level of satisfaction for clients.
What We Offer:
- Competitive salary, up to £28,000.
- Up to 25 days of holiday + Bank Holidays + 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, with excellent written abilities.
- Understanding of provider platforms and online services.
As a specialist in financial services recruitment, we bring unique expertise, insight, and connections to match you with your perfect position. We cover the entire UK with a local touch through our regional teams.
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