Financial Planning Administrator

Hays PLC; Sheffield; On-site; GBP 25,000 - 30,000; Full time

Job summary

An established industry player is seeking a Financial Planning Administrator/Trainee Paraplanner in Sheffield. This exciting role offers the chance to provide vital administrative support to Financial Advisers while engaging in a variety of responsibilities. You'll be involved in client administration, liaising with clients and product providers, and assisting with group schemes. This position not only promises a competitive salary but also excellent prospects for personal development and career progression in a supportive team environment. If you're ready to take on new challenges and grow your skills in financial services, this opportunity is perfect for you.

Benefits

Competitive salary

Broad range of employee benefits

Career progression opportunities

Qualifications

• Experience in financial services or financial planning administration.
• Understanding of financial planning administration processes.

Responsibilities

• Provide administrative support to Financial Advisers and clients.
• Assist in preparing for client meetings and processing new business.

Skills

Financial services experience

Client administration

Communication skills

Problem-solving

Job description

Financial Planning Administrator/Trainee Paraplanner: Sheffield: To £30,000 + benefits

Your new company

Due to expansion, an excellent opportunity has arisen within a highly reputable, well-established IFA practice for a Financial Services Administrator. Great prospects for personal development, working within a very friendly and supportive team.

Your new role

Providing administrative support to Financial Advisers and their clients, this is a great opportunity to get involved with a wide range of responsibilities. Your role will involve all aspects of client administration, assisting advisers to prepare for client meetings, liaising with clients and product providers, processing new business including obtaining fund information regarding client investments, producing client presentation documents, monitoring the process through to completion, liaising with third parties such as underwriters and chasing up any outstanding information. You will also have the opportunity to get involved with group scheme work such as group pensions and group life. You will be encouraged and supported to develop your skills and experience and get involved with paraplanning work if desired.

What you'll need to succeed

Proven experience of working in financial services/financial planning administration, a good understanding of the administration processes involved in financial planning, the desire and willingness to get involved with a broad range of responsibilities and take on new challenges, a 'can do' attitude.

What you'll get in return

In addition to a highly competitive salary, this is an excellent long-term opportunity for someone seeking to build upon their skills and experience and be recognised and rewarded for contribution. Excellent prospects for progression.

What you need to do now

If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.

Benefits

• Competitive salary and a broad range of employee benefits