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.
You will be responsible for providing a 1st class service to the clients of the business and specifically you'll be responsible for:
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.
Our client is an extremely successful and well-established financial planning organisation; they are currently expanding our team and recruiting for an experienced Financial Services Administration Manager.
Duties include
Producing and prepopulating application forms.
Obtaining illustrations and key features documents.
Are you open to developing your career as a Financial Services Administrator, with an established and successful market leading Wealth Management firm?
£25,000 to £30,000 basic
If so, I have a fantastic opportunity I am currently recruiting for to join a national client based in Sheffield.
The Company: Family-feel IFA firm based in Chesterfield looking to add an experienced, private wealth focused Financial Services Administrator to their small, consultative focused Adviser Support team:
Posted by Taylor James Professional Recruitment • £26K/yr to £30K/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.
NJR Recruitment is delighted to representing a highly regarded national Independent Wealth Management organisation that is based in the Sheffield area who are looking to expand their team.
Recruit UK are working on an excellent opportunity for a Financial Planning Administrator in Sheffield to join a leading Financial Planning and Private Client Investment Management company.
They are an award winning integrated company providing planning and investment services to both professionals and individuals.
They are a leading UK law firm, delivering services to clients both from within and external to the group.
The Company: Highly regardedSheffield based advisory firm who are looking to add an experienced and Financial Services Co-ordinator to the private wealth focused wealth management arm of their financial planning team.
Office Location: Central Sheffield
Hybrid Working: Yes - Flexible across office/home working up to 3-days WFH