Current jobs related to Financial Services Administration Manager - Sheffield, Sheffield - Fyfe Financial
-
Financial Services Administration Manager
4 weeks ago
Sheffield, Sheffield, United Kingdom Fyfe Financial Full timeJoin Our Team as a Financial Services Administration ManagerWe are seeking a skilled Financial Services Administration Manager to join our team at Fyfe Financial, a Chartered financial planning firm based in Sheffield. Our focus is on providing advice that positively impacts our clients' real lives, not just their bank balances.As a Financial Services...
-
Financial Services Administration Manager
1 month ago
Sheffield, Sheffield, United Kingdom Fyfe Financial Full timeJoin Our Team as a Financial Services Administration ManagerWe are seeking a skilled Financial Services Administration Manager to join our team at Fyfe Financial, a Chartered financial planning firm based in Sheffield. Our focus is on providing advice that positively impacts our clients' real lives, not just their bank balances.As a Financial Services...
-
Financial Services Administration Manager
1 month ago
Sheffield, Sheffield, United Kingdom Fyfe Financial Full timeJoin Our Team as a Financial Services Administration ManagerWe are seeking a skilled Financial Services Administration Manager to join our team at Fyfe Financial, a Chartered financial planning firm based in Sheffield. Our focus is on providing advice that positively impacts our clients' real lives, not just their bank balances.As a Financial Services...
-
Financial Services Administration Manager
1 month ago
Sheffield, Sheffield, United Kingdom Fyfe Financial Full timeJoin Our Team as a Financial Services Administration ManagerWe are seeking a skilled Financial Services Administration Manager to join our team at Fyfe Financial, a Chartered financial planning firm based in Sheffield. Our focus is on providing advice that positively impacts our clients' real lives, not just their bank balances.As a Financial Services...
-
Financial Services Administration Manager
3 weeks ago
Sheffield, Sheffield, United Kingdom Fyfe Financial Full timeWe're seeking a skilled Financial Services Administration Manager to join our team at Fyfe Financial, a Chartered financial planning firm based in Sheffield. Our focus on client satisfaction means we need to add a talented administrator to our team to deliver effectively for our 180 existing clients and anyone new we bring onboard.You'll work closely with...
-
Financial Administrator
3 weeks ago
Sheffield, Sheffield, United Kingdom Perspective Financial Group Ltd Full timePerspective Financial Group Ltd Job OpportunityWe are seeking a highly skilled and motivated Financial Administrator to join our team at Perspective Financial Group Ltd. As a key member of our administration team, you will play a vital role in providing exceptional support to our clients and colleagues.Key Responsibilities:Provide high-quality administrative...
-
Financial Administrator
3 weeks ago
Sheffield, Sheffield, United Kingdom Perspective Financial Group Ltd Full timeJob DescriptionWe are seeking a highly organized and detail-oriented Financial Administrator to join our team at Perspective Financial Group Ltd. As a key member of our administration team, you will provide exceptional support to our clients and colleagues, ensuring a first-class service is delivered at all times.Your primary responsibilities will...
-
Financial Services Administration Manager
3 weeks ago
Sheffield, Sheffield, United Kingdom Career Cross Limited Full time £32,000 - £36,000Financial Services Administration ManagerAt Career Cross Limited, we are seeking an experienced Financial Services Administration Manager to join our team. As a key member of our financial services team, you will be responsible for obtaining illustrations and key features documents, rebalancing investment portfolios, and submitting business via investment...
-
Financial Services Administration Manager
1 month ago
Sheffield, Sheffield, United Kingdom Career Cross Limited Full timeFinancial Services Administration ManagerOur client, a leading financial planning organisation, is seeking an experienced Financial Services Administration Manager to join their team. As a key member of the team, you will be responsible for ensuring the smooth operation of financial services administration processes.Key Responsibilities:Producing and...
-
Financial Services Administration Manager
1 month ago
Sheffield, Sheffield, United Kingdom Career Cross Limited Full timeFinancial Services Administration ManagerOur client, a leading financial planning organisation, is seeking an experienced Financial Services Administration Manager to join their team. As a key member of the team, you will be responsible for ensuring the smooth operation of financial services administration processes.Key Responsibilities:Producing and...
-
Financial Services Administration Manager
4 weeks ago
Sheffield, Sheffield, United Kingdom Career Cross Limited Full timeFinancial Services Administration ManagerOur client, a well-established financial planning organisation, is seeking an experienced Financial Services Administration Manager to join their team. This is a fantastic opportunity to work in a dynamic and expanding company, with a competitive salary and excellent benefits.Key Responsibilities:Producing and...
-
Financial Services Administration Manager
3 weeks ago
Sheffield, Sheffield, United Kingdom Career Cross Limited Full timeWe are seeking an experienced Financial Services Administration Manager to join our team at Career Cross Limited. This role will involve producing and prepopulating application forms, obtaining illustrations and key features documents, and submitting new business applications.The ideal candidate will have experience/knowledge of financial services...
-
Financial Services Administrator
4 weeks ago
Sheffield, Sheffield, United Kingdom Succession Wealth Full timeFinancial Services Administrator OpportunityWe are seeking a highly organized and competent Financial Services Administrator to join our team at Succession Wealth. As a key member of our administration team, you will play a vital role in supporting our Wealth Planners in delivering exceptional service to our clients.Key Responsibilities:Liaise with policy...
-
Financial Services Administrator
4 weeks ago
Sheffield, Sheffield, United Kingdom Succession Wealth Full timeFinancial Services Administrator OpportunityWe are seeking a highly organized and competent Financial Services Administrator to join our team at Succession Wealth. As a key member of our administration team, you will play a vital role in supporting our Wealth Planners in delivering exceptional service to our clients.Key Responsibilities:Liaise with policy...
-
Financial Services Administrator
4 weeks ago
Sheffield, Sheffield, United Kingdom North Oak Recruitment Full timeSenior Administrator OpportunityNorth Oak Recruitment is seeking a highly skilled Senior Administrator to join our client's award-winning Wealth Management organisation in Nottingham. This exciting new role will assist the CEO in improving case turnaround times and workflow efficiency to provide an enhanced client experience.Key Responsibilities:Collate and...
-
Financial Services Administrator
4 weeks ago
Sheffield, Sheffield, United Kingdom North Oak Recruitment Full timeSenior Administrator OpportunityNorth Oak Recruitment is seeking a highly skilled Senior Administrator to join our client's award-winning Wealth Management organisation in Nottingham. This exciting new role will assist the CEO in improving case turnaround times and workflow efficiency to provide an enhanced client experience.Key Responsibilities:Collate and...
-
Financial Services Administrator
4 days ago
Sheffield, Sheffield, United Kingdom Succession Wealth Full timeUnlock your career in financial services administration with Succession WealthA leading financial advisory firm, we're seeking an organised and competent Financial Services Administrator to join our team.Liaising with policy providers for policy details and obtaining policy illustrations.Processing new business applications, tracking to completion.Preparing...
-
Financial Services Administrator
2 weeks ago
Sheffield, Sheffield, United Kingdom Succession Wealth Full timeUnlock Your Potential in Financial Services AdministrationRemote working At Succession Wealth, we're committed to delivering exceptional financial advice and service to our clients. To achieve this, we're seeking an organised and competent Financial Services Administrator to join our team. The Role You will work closely with our Wealth Planners to ensure the...
-
Financial Services Administrator
4 weeks ago
Sheffield, Sheffield, United Kingdom North Oak Recruitment Full timeSenior Administrator OpportunityNorth Oak Recruitment is seeking a highly skilled Senior Administrator to join our client's award-winning Wealth Management organisation in Nottingham.Key Responsibilities:Collate and analyse data for presentation meeting packs, ensuring timely completion of FE Analytics performance charts.Coordinate the booking of Drawdown...
-
Financial Services Administrator
4 weeks ago
Sheffield, Sheffield, United Kingdom North Oak Recruitment Full timeSenior Administrator OpportunityNorth Oak Recruitment is seeking a highly skilled Senior Administrator to join our client's award-winning Wealth Management organisation in Nottingham.Key Responsibilities:Collate and analyse data for presentation meeting packs, ensuring timely completion of FE Analytics performance charts.Coordinate the booking of Drawdown...
Financial Services Administration Manager
2 months ago
We're seeking a skilled Financial Services Administration Manager to join our team at Fyfe Financial, a Chartered financial planning firm based in Sheffield. As a key member of our team, you'll be responsible for delivering exceptional administrative support to our advisers, client relationship managers, and office manager.
Key Responsibilities:- Submit new and existing business via investment platforms, ensuring accuracy and efficiency.
- Manage and maintain accurate records using our back-office database, ensuring seamless transactions.
- Obtain illustrations and key features documents, and rebalance investment portfolios as needed.
- Utilize financial services back-office systems, including Plannr, Adviser Office, Intelligent Office, and Xplan.
- Work with investment platforms such as Fidelity, Nucleus, and Wealthtime, as well as pension and investment companies like Aviva, Standard Life, and InvestAcc.
- Develop and implement financial services administration procedures, ensuring compliance and best practices.
- A hybrid office-based/from-home working arrangement, with three days per week in our Sheffield office.
- 25 days annual leave, plus all bank holidays.
- A non-contributory pension with generous 8% employer pension contributions.
We're a family business that values sound advice at a fair price and puts our clients first. If you're a motivated and organized individual with a passion for financial services administration, we'd love to hear from you.
