This national financial planning and investment management firm is currently seeking a financial planning administrator to join its team in Sheffield.
In this role you will be involved in liaising with clients and product providers and working closely with paraplanners and advisers within the firm.
In this varied role you will also be involved in tasks such as processing new business and the preparation of cases, submitting business to providers and processing fund switches.
Do you have team leader qualities and experience within a leadership role?
Are you looking for a new challenge with the responsibility of leading a small on-site post and reprographics team in the UKs largest insurance company?