Financial Advisory Admin & Front Desk Specialist

Lime Search & Select Ltd; Sheffield; On-site; GBP 25,000 - 32,000; Full time

Job summary

A Financial Advisory Firm in Sheffield is seeking an experienced Administrator to provide administrative support to Financial Advisers and Directors. Responsibilities include arranging administration tasks, managing client communications, and handling reception duties. The ideal candidate has over 1 year of relevant experience and is organized, with strong communication skills. A competitive salary and pleasant working environment are offered in this office-based role.

Qualifications

• 1+ years of experience working in a Financial Advisory firm (Administrator or PA).
• Experience in the Financial Services sector is considered.
• Strong organizational and communication abilities.

Responsibilities

• Arrange basic administration tasks from file notes.
• Collate costs & charges information for reviews.
• Prepare valuations and client packs for meetings.
• Manage day-to-day reception duties efficiently.

Skills

Organizational skills

Communication skills

Customer service

Job description

A Financial Advisory Firm in Sheffield is seeking an experienced Administrator to provide administrative support to Financial Advisers and Directors. Responsibilities include arranging administration tasks, managing client communications, and handling reception duties. The ideal candidate has over 1 year of relevant experience and is organized, with strong communication skills. A competitive salary and pleasant working environment are offered in this office-based role.