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:
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
Duties & responsibilities will include
Processing new business applications across the key financial products.
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.
Posted by Andy File Associates Limited • £35K/yr to £50K/yr
Are you a highly experienced, enthusiastic Financial Advisor located in South Yorkshire/ Derbyshire, are you seeking an employed job, working from our client's office in Sheffield.
They have an opportunity for someone to come on board and help develop their business, you would also take on some existing clients to provide an ongoing service.
Andy File Associates Limited are working as a recruitment agency on behalf of our client with regards this permanent vacancy.
Reed Business Support are delighted to be working with a fantastic company based in Sheffield on their hunt for an Executive Assistant to serve as a trusted partner to their C Suite executives.
Due to internal progression, an exciting, and newly created opportunity is now available to join their client services team as an IFA Administrator
NJR Recruitment is representing a highly regarded Wealth Management organisation that is based in the Sheffield area.
Our client holds an excellent reputation within the industry and provides Independent Wealth Management advice to both private clients and business owners.
The Company: Regionally renowned and very well-established wealth management firm looking to bring in an experienced, private wealth focused Financial Planning Administrator as they expand their Adviser Support team:
Office Location: Sheffield
Hybrid/Home Working: Majority office-based with ad-hoc flex to WFH as required
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.
We've partnered with a renowned client to assist them in their search for a Account Executive to join their office in Sheffield.
The client is a leading insurance broker with fantastic reputation in the marketplace.
They offer a broad range of cover to both Commercial and corporate clients along with being part of a much wider group which will offer many more opportunities for growth.