Job Title: Senior Financial Planning Administrator
Salary: £26,000 - £30,000
Location: Sheffield
We are working with a reputable and forward thinking Independent Financial Planning firm seeking a driven Senior Financial Planning Administrator. This is a great opportunity to join a supportive and client centric firm.
With the role allowing for progression to Paraplanning, this would suit someone who is well versed within Financial Planning Administration. This is a varied position undertaking tasks such as; updating CRM's, obtaining LOA's, liaising with providers, creation of illustrations and valuations as well as preparing for client meetings, someone who is happy developing themselves and learning new skills would be ideal.
In addition to a a flexible working environment, this firm offers exam and development support, a discretionary bonus, opportunity to bolster an already great holiday offering and a good social culture.
The Required Skills:
- 3 Years Financial Services experience
- Knowledge of FCA regulations
- Good communication and organisational skills
- Experience with Intelligent Office would be advantageous
If you are interested in hearing more about this position, please get in touch with us at Capio.