Financial Services Administrator - Sheffield, United Kingdom - Tempest Jones

Tempest Jones

Verified Company

Sheffield, United Kingdom

1 week ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

The Company and Offering

A new opportunity has arisen for a Financial Planning Administrator to join a well-established friendly firm of Financial Planners in their Sheffield office.

On offer will be a competitive salary and benefits package, along with professional development and a long term career within a financial planning environment.

Accountabilities

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.
Obtaining illustrations on new business.
Collating portfolio valuation reports.
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.
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.
Working in a team environment towards common goals.

To apply

NB:
Salary offered will depend on level of qualification and also level of experience in an equivalent role.