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Senior Financial Planning Administrator

Senior Financial Planning Administrator

Capio Recruitment Financial Planning

Posted 17 hours ago, valid for 15 hours

Sheffield, South Yorkshire S5 8DP

£25,000 - £30,000 per annum

Full Time

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Sonic Summary

The position is for a Senior Financial Planning Administrator with a salary range of £26,000 - £30,000.
The job is located in Sheffield and is offered by a reputable Independent Financial Planning firm.
Candidates should have at least 3 years of experience in Financial Services and knowledge of FCA regulations.
The role involves various tasks including updating CRM systems, obtaining LOAs, and preparing for client meetings.
The firm provides a supportive work environment with opportunities for professional development and a good social culture.

Job Title: Senior Financial Planning Administrator

Salary: £26,000 - £30,000

Location: Sheffield

We are working with a reputable and forward thinking Independent Financial Planning firm seeking a driven Senior Financial Planning Administrator. This is a great opportunity to join a supportive and client centric firm.

With the role allowing for progression to Paraplanning, this would suit someone who is well versed within Financial Planning Administration. This is a varied position undertaking tasks such as; updating CRM’s, obtaining LOA’s, liaising with providers, creation of illustrations and valuations as well as preparing for client meetings, someone who is happy developing themselves and learning new skills would be ideal.

In addition to a a flexible working environment, this firm offers exam and development support, a discretionary bonus, opportunity to bolster an already great holiday offering and a good social culture.

The Required Skills:

3 Years Financial Services experience
Knowledge of FCA regulations
Good communication and organisational skills
Experience with Intelligent Office would be advantageous

If you are interested in hearing more about this position, please get in touch with us at Capio.

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