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 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.
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:
Hybrid/Home Working: Majority office-based with ad-hoc flex to WFH as required
The Company: Regionally renowned and very well-established wealth management firm looking to bring in an experienced Paraplanner into their technical back-office support team:
Office Location: Sheffield
Hybrid/Home Working: Yes - Office-based initially with WFH flex thereafter
Posted by Lime People Search & Select Ltd • £35K/yr to £37K/yr
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 have a strong background within Pensions and Retirement Planning, specifically you;ll be responsible for:
We are urgently seeking a career orientated Paraplanner to join the exisitingParaplanning teams in Sheffield.
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.
Posted by Lime People Search & Select Ltd • £26K/yr to £30K/yr
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.
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.
You will be responsible for providing a 1st class service to the clients of the business and specifically you'll be responsible for: