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Tempest Jones
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Sheffield, South Yorkshire
Financial Planning Administrator - Sheffield outskirts
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Job Type: Full-time |
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Salary: £18,000 per annum |
Overview
Calling all experienced Financial Planning Administrators A brilliant opportunity has arisen to join a professional and very friendly team of financial planning professionals based in Sheffield. The successful candidate will be called upon to get involved in the following tasks: Liaising with colleagues, clients and professional contacts. Submitting new business on behalf of clients in relation to pensions, investments and protection, within required deadlines using various investment platforms and life companies. Maintaining accurate records of these trades to ensure valuation reconciliation. On boarding new clients to the business, ensuring the new client file is fully compliant. Supporting directors with client interactions by obtaining illustrations and pre advice paperwork to accompany advice letters/emails. Maintaining client files to ensure they are correctly formatted, tidy and contain all appropriate information/documentation. Assistance with research and report writing to allow advisers to create recommendations. Providing general office administrative support including typing letters and emails to clients, filing, scanning, photocopying, post & franking Answering the telephone, transferring calls or taking accurate messages/notes. Person Specification They are looking for a self-motivated, enthusiastic and positive individual with financial services administration experience. It is essential that the successful candidate has an excellent attention to detail and the ability to prioritise their workload. A strong telephone manner and conversational skills are also desired for this role. In return, a generous salary will be on offer which is dependent on experience and qualification, there will be competitive benefits, along with support towards industry exams. Please send your CV to jenny tempestjones . com IFA Administrator, Financial Planning Administrator, Paraplanner, Report Writer