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Financial Planning Administrator - central Sheffield / hybrid working

Financial Planning Administrator - central Sheffield / hybrid working

Posted 27 February by MI Search Ltd
Ended
£26,000 - £28,000 per annum, inc benefits
Sheffield , South Yorkshire
Permanent, full-time
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Posted by MI Search Ltd

This financial planning arm of a regional accountancy practice is currently seeking a financial planning administrator to join their IFA team out of their central Sheffield office (hybrid working).

In this role you will undertake tasks including inputting new business applications and following these cases through to completion; processing investment and pension withdrawals; and providing technical support both internally and externally with clients.

You must have experience working in a financial planning administrator role within a financial planning practice, and ideally have some experience using Intelligent Office although not essential. Excellent attention to detail and communication and team working skills are required.

You will enjoy a positive and enjoyable working environment, along with a basic salary to £28,000 + generous benefits + discretionary bonus scheme.

Required skills

  • Admin
  • Sales Support
  • Administration
  • Administrator

Reference: 54549294

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