Home
Sheffield
Financial planner
Financial Planning Administrator - Sheffield - Salary to £28,000

Financial Planning Administrator - Sheffield - Salary to £28,000

MI Search Ltd

Posted 7 days ago, valid for 13 days

Sheffield, South Yorkshire S5 8DP

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

The financial planning arm of a regional accountancy firm is seeking a Financial Planning Administrator for their Sheffield office with hybrid working options.
The role involves tasks such as liaising with product providers, processing applications, and supporting paraplanners and advisers.
Candidates must have experience in a financial planning administrator role and possess strong attention to detail and communication skills.
The position offers a basic salary of up to £28,000 along with pension and benefits.
Ideal candidates should have relevant experience and be able to work effectively within a team.

The financial planning arm of a regional accountancy firm is currently seeking a Financial Planning Administrator to join their IFA team in their Sheffield office (hybrid working).

In this role you will undertake tasks including liaising with product providers, collating new policy information, obtaining illustrations, processing new and top up applications, obtaining valuations, processing online and platform transactions, and generally ensuing the paraplanners and advisers are well supported.

You must have experience working in a financial planning administrator role and ideally have excellent attention to detail and excellent communication and team working skills.

Basic salary to £28,000, pension, benefits and hybrid working.

Apply now in a few quick clicks

Financial Planning Administrator - Sheffield - Salary to £28,000

Financial Planner

Financial Planner

Financial Planner