Financial Planning Administrator - Sheffield

This vacancy is now closed
Ref: 82 Date Posted: Monday 28 Jan 2019
LinkedIn ShareShare
Financial Planning Administrator
The role:
Are you looking for the opportunity to join a team committed to your success? Our client is committed to helping you to build a future for yourself in the Financial Planning arena. Funded training and development will be available for the successful candidate.
We are looking for a diligent and professional individual to support a busy Administration, Paraplanning and Advisory Team. Due to the nature of the role a background is Life and Pensions Administration is essential
Your key areas of responsibility will be:
  • General support to the Office Manager, Advisers and Paraplanners in servicing clients. Including; preparation for meetings, preparation of documents and correspondence.
  • Providing an outstanding level of customer care to our clients and external stakeholders.
  • Assist and produce portfolio valuations.
  • Keeping relevant client data current and up to date.
  • The ability to show good technical knowledge to undertake the relevant area of work.
  • The ideal candidate will have a proactive approach to problem solving.
The company:
Our client offers a bespoke financial planning service to high net worth individuals, wealth creators and receivers of wealth. They have been established for almost 10 years and pride themselves on delivering a bespoke service for their valued clients.
The team:
Our clients’ have developed a strong team ethos and as such are looking for a team player to join them. You will be working in a bright open plan office and will have the support of an experienced team.
The location:
Sheffield S21. Close to motorway links and public transport routes.
The future:
Career progression is available within this client. They will provide study support towards Financial Planning qualifications. If you're interested in continuing your career in financial planning and investment management, please get in touch today.
The benefits:
· £20,000 – 23,000
· 28 days annual leave
· Contributory pension scheme
· Parking on site