Back to search
Job Title: Financial Planning Administrator
Industry: Financial Services
Location: Sheffield
Salary: Up to £28,000
Reference Number: 9316
Job Description:Financial Planning Administrator
Recruit UK are working on an excellent opportunity for a Financial Planning Administrator in Sheffield to join a leading Financial Planning and Private Client Investment Management company.
They are an award winning integrated company providing planning and investment services to both professionals and individuals. They are a leading UK law firm, delivering services to clients both from within and external to the group.
With £1bn of assets under management they have ambition to accelerate their recent successful growth.
Working here you’ll feel a part of their friendly and inclusive environment. They will value you for who you are and what you bring. They support each other and push boundaries to achieve incredible things and make a real difference to their clients and communities.
They recognise that the office 9-5 isn’t for everyone. That’s why they have introduced flexible working. Whether it’s working from home, in their offices, or a combination of the both, they trust each other to support their clients, colleagues and communities at the right time, in the right way.
Job role:
As a member of the Financial Planning support team, you will participate in all aspects of client service administration, providing support to a growing team of Financial Planners and Paraplanners.
What’s in it for you:
- Competitive Salary, up to £30,000
- 25 days annual leave, with the opportunity to buy additional leave
- Two fundraising days in a year to give back to the community (fully paid!)
- Health membership, offering discounted leisure and travel and refunds on medical services
- Pension
Skills and experience required:
- Financial Services Administration experience preferably from within the wealth management or investment sector.
- Basic Compliance and regulatory knowledge.
- Microsoft Word and Excel and demonstrate excellent written skills.
- Experience using client management systems
- Understanding of provider platforms and online services.
About Recruit UK:
As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a leading Financial Planning and Private Client Investment Management company based in Sheffield on aFinancial Planning Administrator role.
Our commitment to you
- Start every journey with a conversation to find out about you in depth.
- Provide honest feedback on where you fit in the jobs market.
- Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
- Take a holistic mindfulness approach - career happiness is rarely just about the money.
- Cover the whole of the UK with a local touch through our regional teams.
- Never pester you.
