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Financial Planning Administrator

Financial Planning Administrator

Exchange Street Claims & Financial Services

Posted 13 hours ago, valid for 11 days

Sheffield, South Yorkshire S5 8DP

Full Time

Life Insurance

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Sonic Summary

The firm is a growing financial planning business that values employee retention and development.
They offer a hybrid working model, demonstrating trust in their staff and providing opportunities for growth.
The position available is for a client liaison administrator, requiring some experience in a financial planning firm.
The salary is competitive, and the role includes a comprehensive benefits package with 25 days of annual leave and enhanced maternity/paternity pay.
Candidates should have some experience in a financial planning environment, although extensive years of experience are not required.

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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