Financial Planning Administrator - Sheffield, United Kingdom - Idex
Description
We are working with a financial firm based in Sheffield who are looking to recruit their next Financial Planning Administrator.
Our clients are well established and are looking for an experienced Financial Planning Administrator who can join their growing team.
Key duties and responsibilities:
- Maintaining client records
- Supporting client journey
- Dealing with transactions/calculations
- Technical knowledge
- Portfolio valuations
To be successful for this role you will have:
- High level of attention to detail
- Strong organisational skills
- Accuracy
Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies.
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