Financial Planning Administrator Role

3 weeks ago


Sheffield, Sheffield, United Kingdom Recruit UK | Certified B Corp™ Full time

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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