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Financial Planning Administrator

Financial Planning Administrator

Exchange Street Claims & Financial Services

Posted a day ago, valid for 20 days

Sheffield, South Yorkshire S5 8DP

£25,000 - £30,000 per annum

Full Time

Life Insurance

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Sonic Summary

The company is a growing financial planning business that values employee retention and internal promotion.
They offer a client liaison administrator position, requiring some experience in a financial planning firm, but not necessarily extensive years of experience.
The role involves client interaction, diary support for financial planning teams, and processing business from submission to completion.
The position offers a competitive salary, with a comprehensive benefits package that includes 25 days of annual leave, private healthcare, and enhanced maternity/paternity pay.
Hybrid working is available, reflecting the company's trust in their staff and commitment to employee empowerment.

Some companies take retaining their staff seriously. They're more walk than talk.Take this firm. They're an acquisitive, growing financial planning business. And as they grow so do the opportunities they can offer their employees. People like you.We've worked with them on a range of positions. And a common theme has been that vacancies have arisen because of internal promotion, or they've invested in a trainee. Or if there is no short-term prospect of a step up, there is in the medium and long term. All great signs that they know that people need to learn and develop.They offer hybrid working - a good sign that they trust their staff and want to empower, not micro-manage them.And they offer good packages with great benefits. The value of these really add up and point to the type of firm they are (paid volunteering days and enhanced maternity/paternity pay as an example):

25 days annual leave
An extra day off for your birthday
Life assurance
Private healthcare for you and your family
Free annual eye tests
2 paid volunteering days per year
Enhanced Maternity and Paternity pay

As for the job itself you'll join as a client liaison administrator. As the title suggests you'll be front and centre when it comes to the firm's clients. You'll often be the first port of call for their queries meaning that no two days will be the same.Away from clients you'll provide diary support to your financial planning and paraplanning teams. That means preparing cases for your paraplanners and preparing planners for meetings. You'll also process business from submission to completion. HERE'S WHAT YOU'LL NEED:You'll enjoy speaking with clients - this is a cornerstone of the job after all.You'll also have some experience within a financial planning firm but it doesn't need to be years and years. -----------------------------------------------------------------------------------------Interested in knowing more? Click apply. If you don't have an up to date CV don't worry. Send us a way of contacting you and we can sort the CV later.Everyone will receive a response.

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