Posted by Lime People Search & Select Ltd • £26K/yr to £30K/yr
We are urgently seeking an experienced IFA Administrator to join an existing team of Administrators, supporting the Financial Advisers within the business ensuring clients are able to plan for a comfortable retirement.
My client is an Independent Financial Advisory firm based in Sheffield providing Financial Advice to both Businesses and individuals mainly within Pensions and Retirement Planning, but also offering holistic Financial Planning services.
You will be responsible for providing a 1st class service to the clients of the business and specifically you'll be responsible for:
Posted by Elevation Recruitment Group • £30K/yr to £38K/yr
Elevation Recruitment are delighted to be partnered with this stable and well-established organisation based in Sheffield, to recruit a Finance Administrator / Analyst to assist the Finance Manager with the implementation of their new finance system, and to support with the management accounts production, as well as the day-to-day finance operations.
They are looking for someone who is tech savvy and has strong administration / attention to detail skills to ensure that all data is transferred correctly and accurately in a timely manner.
This is an initially on a temporary basis, but there is potential for longer term contracts or permanency as the business is going through an exciting period of change!
Elevation Accountancy and Finance are delighted to be working with a fantastic business in the Sheffield area as they look to recruit an Finance Administrator into their team on a full time, permanent basis.
This role involves providing essential administrative and billing support to the finance department.
On behalf of a well-established and professional client, Reward Recruitment is looking for an experienced Financial Services Administrator to join their team.
The successful applicant will work closely with the existing team to provide excellent services to clients and effective administrative support.
Posted by Taylor James Professional Recruitment • £24K/yr to £28K/yr
General
Our award winning Sheffield based client are looking to appoint an IFA Administrator to join their team on a permanent basis.
You will be joining a firm with an impressive employee retention rate, which is a direct result of a fantastic working environment, continued personal development and an attractive remuneration package.
Duties & responsibilities will include
Processing new business applications across the key financial products.
You must have experience working in a financial planning administration or a pension administration role.
This national IFA firm is currently seeking a financial planning administrator to work as part of their busy team in Huddersfield.
In this role you will support financial advisers and paraplanners and be involved in preparing client packs and annual reviews, dealing with client queries and correspondence, liaising with product providers, processing new business and general administration tasks.
This national financial planning and investment management firm is currently seeking a financial planning administrator to join its team in Sheffield.
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.
In this role you will be involved in liaising with clients and product providers and working closely with paraplanners and advisers within the firm.
Posted by Coburg Banks Limited • £27K/yr to £28K/yr
We're currently looking to recruit a skilled and highly organised administrator who would join and play a key role as part of a highly respected and innovative Wealth Management business.
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 Para planners.
Offering an attractive salary plus benefits including critical illness cover discounted gym membership, this is a fantastic opportunity to develop your skills as part of a supportive team.
Due to internal progression, an exciting, and newly created opportunity is now available to join their client services team as an IFA Administrator
Our client holds an excellent reputation within the industry and provides Independent Wealth Management advice to both private clients and business owners.
NJR Recruitment is representing a highly regarded Wealth Management organisation that is based in the Sheffield area.