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Financial Planning Administrator - central Sheffield / hybrid working

Financial Planning Administrator - central Sheffield / hybrid working

MI Search Ltd

Posted 11 hours ago, valid for 19 hours

Sheffield, South Yorkshire S5 8DP

Full Time

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Sonic Summary

The financial planning arm of a regional accountancy practice is seeking a financial planning administrator to join their IFA team in central Sheffield with hybrid working options.
The role involves inputting new business applications, processing investment and pension withdrawals, and providing technical support to clients and internally.
Candidates must have experience in a financial planning administrator role within a financial planning practice, with experience using Intelligent Office being a plus but not essential.
Strong attention to detail, communication skills, and the ability to work in a team are essential for this position.
The role offers a basic salary of up to £28,000, along with generous benefits and a discretionary bonus scheme.

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.

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