Financial Planning Administrator - Sheffield, United Kingdom - Tempest Jones

Tempest Jones
Tempest Jones
Verified Company
Sheffield, United Kingdom

4 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

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Description

Financial Planning Administrator
An opportunity has arisen for a Financial Planning Administrator to join a multiple award-winning Wealth Management practice in Sheffield.


This role will involve full technical and administrative support to a team of busy financial planners who give advice on estate planning, retirement planning, investments, inheritance tax, protection and long term care planning.


You will join a thriving team part of a large national business who currently have over £10billion in funds under management.


The offering


This role represents an excellent opportunity to join a progressive and expanding firm whose leadership team will invest in you and your professional development.

There will be a defined long-term career path and support towards industry qualifications along with training of the highest standard.


Accountabilities

  • General support to the Divisional Director of Operations, Advisers and Paraplanners
in servicing clients, including preparation for meetings and individual advisory projects.

  • Daytoday administration tasks such as dealing with client enquiries, taking telephone calls, obtaining information from providers and electronic filing.
  • Maintaining client information accurately on the firm's backoffice data base and Investment platforms. Keeping compliant paper records for all financial planning services.
  • Assist and produce portfolio valuations and keeping relevant client data current and up to date.
  • Commission & Adviser Fee reconciliations and presenting these to Divisional Director of Operations and the Accountancy Team.

Key Skills


You will ideally hold an understanding of pensions, investments and protection and have a genuine interest in the financial services industry.


Job Types:
Permanent, Full-time


Salary:
£24,000.00-£28,000.00 per year


Benefits:


  • Company pension
  • Financial planning services
  • Onsite parking
  • Private medical insurance

Schedule:

  • Monday to Friday
  • No weekends

Work Location:
In person

Reference ID: 585403
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