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 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:
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
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.
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.
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.
As a result of continued expansion our client, a growing and established firm of actuaries and consultants, are currently looking to recruit a Pensions Administrator due to increased business volumes offering home / hybrid working.
Responsibilities
Working as part of a team to administer a range of corporate pension schemes, primarily DB (defined benefit) / final salary based.
Undertaking a variety of tasks including amending leavers / joiners, scheme calculations, claims deaths etc.
As a result of continued expansion our client, a growing and established firm of actuaries and consultants, are currently looking to recruit a Senior Pensions Administrator due to increased business volumes but offering home / hybrid working.
Responsibilities
Working as a senior member of the team to administer a range of corporate pension schemes, primarily DB (defined benefit) / final salary based.
Undertaking a variety of tasks including amending leavers / joiners, scheme calculations, claims deaths etc.
We are currently partnered with a Pension firm who are seeking a Senior Pension Administrator to assist in the provision of both 'member event' and 'scheme event' pension administration services to clients in line with established procedures and control frameworks.
You will also support the Team Manager with the management of the team and workloads as well as assisting more junior members of staff.
Main responsibilities
Team workloads are managed to ensure that agreed service standards or targets are met.