Financial Planning Administrator - Sheffield outskirts

Posted 29 April by Tempest Jones
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Calling all experienced Financial Planning Administrators!

A brilliant opportunity has arisen to join a professional and very friendly team of financial planning professionals based in Sheffield.

The successful candidate will be called upon to get involved in the following tasks:

  • Liaising with colleagues, clients and professional contacts.
  • Submitting new business on behalf of clients in relation to pensions, investments and protection, within required deadlines using various investment platforms and life companies.
  • Maintaining accurate records of these trades to ensure valuation reconciliation.
  • On boarding new clients to the business, ensuring the new client file is fully compliant.
  • Supporting directors with client interactions by obtaining illustrations and pre advice paperwork to accompany advice letters/emails.
  • Maintaining client files to ensure they are correctly formatted, tidy and contain all appropriate information/documentation.
  • Assistance with research and report writing to allow advisers to create recommendations.
  • Providing general office administrative support including typing letters and emails to clients, filing, scanning, photocopying, post & franking
  • Answering the telephone, transferring calls or taking accurate messages/notes.

Person Specification

They are looking for a self-motivated, enthusiastic and positive individual with financial services administration experience. It is essential that the successful candidate has an excellent attention to detail and the ability to prioritise their workload. A strong telephone manner and conversational skills are also desired for this role.

In return, a generous salary will be on offer which is dependent on experience and qualification, there will be competitive benefits, along with support towards industry exams.

Please send your CV to john @ tempestjones . com

IFA Administrator, Financial Planning Administrator, Paraplanner, Report Writer

Reference: 40180282

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