Financial Planning Administrator - Sheffield, United Kingdom - Bond Recruitment

Bond Recruitment

Verified Company

Sheffield, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Our client is a well respected national firm of independent financial advisers, they are currently recruiting an IFA Administrator for their Sheffield offices.

Specific Responsibilities:

The key duties of the role are listed below.

Due to the nature of the business, the role may also include additional responsibilities considered reasonable:

Assisting with reviews and customer requests as well as acting as a point of contact for our clients to deal with day to day queries,
Screening phone calls, enquiries and requests, and handling them where appropriate,
Preparation of client review packs,
Illustration requests,
Back office support,
Ensure that all financial planning client administration is carried out in accordance with the Firm's procedures,
Maintain client records on the company software and ensure the client and firm's files are well presented, accurate and compliant,
Keep up to date with financial products and legislation,
Comply with all company and industry guidelines, rules and regulations

Experience and key requirements are:

Experience working in a Financial Advice firm is advantageous,
The role requires a reliable individual who has the ability to manage and prioritise workloads,
Role holders will be motivated, friendly and professional at all times,
Outstanding communication skills at all levels,
Ability to produce business correspondence, proofread for grammar, spelling and punctuation with a high degree of accuracy,
Analytical and problem solving skills,
Experience of working as part of a team,
Flexibility/ adaptability to cope with change,
Confident with IT and office software packages (Word, Excel, PowerPoint etc).

Salary:
£22,000.00-£27,000.00 per year

Benefits: