Location
Salary
Posted on
Reference
Benefits
Sheffield
£22000 - £25000
26/04/2023
NJR13286
plus benefits
DESCRIPTION
Financial Planning Administrator
Sheffield
£22,000 - £25,000 Plus Benefits
NJR Recruitment is delighted to once again be representing a highly regarded Wealth Management organisation based in the Sheffield area.
Our client holds an excellent reputation within the industry and provides independent wealth management advice to both private clients and business owners. Due to ongoing growth and internal promotions, an exciting opportunity is now available for someone to join their client services team as an Administrator.
Working from beautiful offices in Sheffield, this role will suit someone who has been working within an IFA / Wealth Management Practice, and who has strong product knowledge, mainly within HNW Pensions & Investments, but those with minimal experience in these fields will also be considered.
With excellent experience of delivering a first class service to Clients and Consultant, this role will include:
Providing efficient administrative support to a number of IFA's
Preparation of correspondence including letters and emails
Being the main point of contact for IFA's, clients, life offices and members of the business
Maintenance of all administration systems
Ensuring daily workflow is completed
Assist with the management of the IFA's portfolio of existing business
Prepare new business and review packs
Undertake general administration tasks including filing, photocopying and scanning duties
What's in it for you?
25 days annual leave plus Bank Holidays
An additional day off for your birthday
Hybrid working after 3 month probation period
Contributory pension scheme
Private Healthcare
Life assurance
Health insurance
Charity volunteer days
Genuine career development
Full Study Support including paid time off to study
Access to alternative qualifications and training
Ideally, those applying will offer whole of the market product knowledge, with strong use of Provider Platforms. Those offering some industry qualifications are of high advantage, however this is not essential as market leading study support is on offer for those who are keen to progress.
This is a genuinely impressive company that can offer an excellent career in financial planning. For further information please apply today or contact one of our specialist consultants quoting REF: NJR13286
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