Financial Services Administration Manager

4 weeks ago


Sheffield, Sheffield, United Kingdom Fyfe Financial Full time

We'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 our two advisers, two client relationship managers, and office manager to submit new and existing business, primarily using the websites of investment platforms. You'll also maintain accurate records using our back-office database and ensure all transactions are implemented correctly.

  • Obtain illustrations and key features documents
  • Rebalance investment portfolios
  • Manage financial services back-office systems (such as Plannr, Adviser Office, Intelligent Office, or Xplan)
  • Work with investment platforms like Fidelity, Nucleus, and Wealthtime
  • Collaborate with pension and investment companies like Aviva, Standard Life, and InvestAcc
  • Implement financial services administration procedures
  • Submit business via investment platforms

We offer a hybrid office-based/from-home working arrangement (three days a week in our Sheffield office), 25 days annual leave, plus all bank holidays, and a non-contributory pension with generous 8% employer pension contributions.



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