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Financial Planning Administrator

2 months ago

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

At Recruit UK | Certified B Corp™, we're working with a leading Financial Planning and Private Client Investment Management company based in Sheffield to find a talented Financial Planning Administrator to join their team.

This exciting opportunity will see you participate in all aspects of client service administration, providing support to a growing team of Financial Planners and Paraplanners. From new business submissions to handling client queries, you'll be integral to the client process.

What's in it for you:

  • Competitive Salary, up to £28,000
  • 25 days holiday + BH + 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 and demonstrate excellent written skills.
  • Experience using client management systems
  • Understanding of provider platforms and online services.

About the company:

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a leading Financial Planning and Private Client Investment Management company based in Sheffield on a Financial Planning Administrator role.

Our commitment to you:

  • Start every journey with a conversation to find out about you in depth.
  • Provide honest feedback on where you fit in the jobs market.
  • Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you.
  • Take a holistic mindfulness approach - career happiness is rarely just about the money.
  • Cover the whole of the UK with a local touch through our regional teams.