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.
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.
Posted by POSTIFY LIMITED • £12.50/hr to £13.50/hr
Dealing with investors, brokers, solicitors and build teams they have multiple processes within the business that require strong administrative support.
They are looking for an Admin Assistant to support the business with all administrative duties; to be the contact between clients and suppliers, as well deal with all internal requirements.
Our Client is a property specialist who takes care of the full end-to-end process for property investors.
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
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.
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.
Posted by Penguin Recruitment Ltd • £25K/yr to £30K/yr
Our Client, a leading planning consultancy committed to delivering innovative and sustainable urban solutions are looking for a Graduate Town Planner to join their team in Sheffield!
You will work across diverse projects, from regenerating historic areas to planning new developments that enhance the quality of life for communities.
Based in the heart of Sheffield, they pride themselves on their collaborative approach, working closely with clients, stakeholders, and the community to create spaces that work for everyone.
Administrator / Administrative Assistant who has excellent interpersonal, communication and numeracy skills, with good IT proficiency, is required for well-established company based in Barnsley, South Yorkshire.
TRAINING PROVIDED - This role involves general office administration duties and assisting the finance/accounts team with credit control.
Previous credit control and customer service experience would be advantageous but is not essential.