FINANCIAL PLANNING ADMINISTRATOR

An opportunity has arisen for a Financial Planning Administrator to join a multiple award-winning Wealth Management practice in Sheffield.
This role will involve full technical and administrative support to a team of busy financial planners who give advice on estate planning, retirement planning, investments, inheritance tax, protection and long term care planning.
You will join a thriving team part of a larger business that offers accountancy, wills and probate, commercial finance and mortgage advice as well as wealth management and financial planning advice.

ACCOUNTABILITIES

· General support to the Divisional Director of Operations, Advisers and Paraplanners in servicing clients, including preparation for meetings and individual advisory projects.
· Day-to-day administration tasks such as dealing with client enquiries, taking telephone calls, obtaining information from providers and electronic filing.
· Maintaining client information accurately on the firm’s back-office data base and Investment platforms. Keeping compliant paper records for all financial planning services.
· Producing appropriate, clear and accurate written correspondence to a high standard, both to providers and clients via email and by post.
· Dealing effectively with the submission of new business, including accurate completion and submission of application forms, submission of business via platforms and online.
· Assist and produce portfolio valuations and keeping relevant client data current and up to date.
· Assisting with the client review process.
Supporting paraplanners as needed.

KEY SKILLS

In order to be considered for the role of Financial Planning Administrator, candidates must come from a similar background, ideally having worked in a fully independent financial planning practice. A good level of education is essential, as is a CV with minimal job hops. You will be a strong administrator with excellent organisation and customer-care skills, attention to detail and accuracy as the norm.
You will ideally hold an understanding of pensions, investments and protection and have an interest in building a career within the financial services industry.
NB: Salary offered depends on level of relevant experience and industry qualifications.
For further information or to apply, please send your CV to jenny @ tempestjones . com
Job Types: Full-time, Permanent
Pay: £24,000.00-£29,000.00 per year

Benefits:

• Company pension
• Financial planning services
• On-site parking
• Private medical insurance

Schedule:

• Monday to Friday
• No weekends

Work authorisation:

• United Kingdom (required)

Work Location: In person
Reference ID: 56543

Please refer the Job description for details