Back to search
Financial Services Administration Manager - Sheffield - £32k - £36k plus excellent benefits
Our client is an extremely successful and well-established financial planning organisation; they are currently expanding our team and recruiting for an experienced Financial Services Administration Manager.
Duties include:
- Producing and prepopulating application forms
- Obtaining illustrations and key features documents
- Submitting new business applications
- Dealing with income and withdrawal requests
- Rebalancing investment portfolios
- Submitting requests for fund switches
- Updating our new business register
- Documenting business submissions using our tasks and workflows
- Evidencing submissions have been transacted correctly on our electronic filing system
- Liaising with clients when submissions are complete.
Skills and experience required:
- Experience / Knowledge of financial services back-office systems (such as Plannr, Adviser Office, Intelligent Office, or Xplan)
- Investment platforms such as Fidelity, Nucleus, and Wealthtime
- Pension and investment companies such as Aviva, Standard Life, and InvestAcc
- Financial services administration procedures
- Submitting business via investment platforms
- MS Office
Hours: 9am-5.30pm Monday to Thursday and 9am-5pm Friday
Benefits: 25 days holiday (plus bank holidays), generous company pension 8%, hybrid working available (3 days in office and 2 from home), company laptop and life insurance.
Keywords - financial services, financial services manager, financial services admin, Plannr, Adviser Office, Intelligent Office, Xplan, Fidelity, Nucleus, Wealthtime, Aviva, Standard Life, InvestAcc, investment funds, investments, pensions, portfolios, Sheffield, Hybrid, South Yorkshire
