The Company and Offering
A new opportunity has arisen for a Financial Planning Administrator to join a well-established firm of Financial Planners in their Sheffield office.
On offer will be a competitive salary, benefits package and study support along with continued opportunities to develop professionally.
Duties
This role will involve providing full administrative support to financial planners who give advice on pensions, investments and protection to both individuals and business owners.
- You will be involved in looking after both new and existing business, but more of a focus on the latter.
- Obtaining illustrations on new business.
- Collating portfolio valuation reports.
- Management of the client review process.
- Accessing provider platforms to obtain crucial information
- Processing business accurately and in a timely fashion in line with compliance guidelines.
- Document preparation, scanning and data input as required.
- Daily use of IO IT system.
- Diary management and other ad hoc tasks as required by the advisers.
- Answering the telephone to clients and third parties in a polite and professional manner, providing information and help when required.
To apply
For further information or to apply, please send your CV to jenny @ tempestjones . com
NB: Salary offered will depend on level of qualification and also level of experience in an equivalent role. The top end will be available for highly experienced and qualified candidates.