Financial Services Administrator - Sheffield area

The Company and Offering

A new opportunity has arisen for a Financial Planning Administrator to join a well-established friendly firm of Financial Planners in their Sheffield office.

On offer will be a competitive salary and benefits package, along with professional development and a long term career within a financial planning environment.

Accountabilities

This role will involve providing full administrative support to financial planners who give advice on pensions, investments and protection to both individuals and business owners.

• You will be involved in looking after both new and existing business.
• Obtaining illustrations on new business.
• Collating portfolio valuation reports.
• Accessing provider platforms to obtain crucial information
• Processing business accurately and in a timely fashion in line with compliance guidelines.
• Document preparation, scanning and data input as required.
• Diary management and other ad hoc tasks as required by the advisers.
• Answering the telephone to clients and third parties in a polite and professional manner, providing information and help when required.
• Working in a team environment towards common goals.

To apply

For further information or to apply, please send your CV to . com

NB: Salary offered will depend on level of qualification and also level of experience in an equivalent role.