Financial Planning Administrator

Financial Planning Administrator

Sheffield

£24,000 – £26,000

Our Client is a leading firm of Financial Planners, have an excellent opportunity for a professional and experienced Administrator to join their team based near Sheffield City Centre

This role will support the advisers and paraplanners ensuring the efficient production of client review packs, processing of new business and general office administration including reception duties.

Daily duties will consist of

Providing professional customer service to new and existing clients via telephone, email and face to face when required
Communicating and liaising effectively with external product providers
Preparing client valuations, application forms and meeting documentation for annual reviews
Processing of any meeting follow up work including fund switches, withdrawals
General office administration including dealing with the post and reception duties

What we need from you:

Previous experience working in a professional services environment (eg legal/medical/financial offices)
Strong administration skills
Excellent communication skills
Good organisational skills and the ability to manage and prioritise workload under pressure and work to deadlines

What’s in it for you?

Free Parking
Friendly Office Environment
Excellent Training and Development
Ongoing study support
22 days holiday Bank Holidays
Death in Service Cover
Regular pay reviews

This is an excellent opportunity for someone to join a thriving IFA practice and really develop their skills. If you are interested in this role, please contact one of our specialist consultants quoting REF: NJR15974