Financial Planning Administrator

Lime Search & Select Ltd; Sheffield; On-site; GBP 25,000 - 30,000; Full time

Job summary

Une entreprise de conseil financier basée à Sheffield recherche un Administrateur expérimenté pour soutenir les conseillers financiers et les directeurs. Ce poste implique des tâches administratives variées ainsi que des responsabilités de réception, garantissant un environnement de travail convivial et positif. Les candidats doivent avoir au moins un an d'expérience dans un rôle administratif, idéalement dans le secteur financier.

Qualifications

• 1+ années d'expérience dans un poste similaire ou dans le secteur financier.
• Compétences en communication poli et courtois.

Responsibilities

• Gérer les tâches administratives pour les conseillers financiers et les directeurs.
• Assurer la réception et le contact avec les clients.
• Prendre des messages et gérer le courrier.

Skills

Administration

Communication

Organisation

Job description

My client is a fully independent nationwide Financial Advisory firm, providing sound Financial Advice to both businesses and individuals across Pensions, Retirement Planning, Estate Planning, Tax and Investments.

We urgently seeking an experienced Administrator to join an existing team who are responsible for providing Administration support for both the Financial Advisers and Directors of the business. Specifically you’ll be responsible for the following:

To arrange basic administration requirements from file notes as instructed
Collating costs & charges information for annual review purposes
Preparing valuations / client packs for client meetings
To send off letters by email and post as required
To be responsible for scanning and administrative duties as required
To telephone clients when required
Day to day reception duties

To be responsible for the main reception duties during opening hours
To be the first contact for answering and directing telephone calls
Opening of post in morning & allocation to staff
To deal with clients at the front desk in a polite and courteous manner
To arrange refreshments for clients and advisers as necessary
To take accurate messages for advisers and members of staff as necessary
To undertake photocopying / scanning duties as requested
To be responsible for franking of outgoing post
To ensure sufficient supplies of stationery / consumables / sundries

Ideally we would be seeking an individual who has around 1+ years experience workingwithin a Financial Advisory firm as an Administrator or PA. But we are also willing to consider Administrators who have previous experience working in the Financial Services sector.

A great salary and working environment is offered for this role, which is office based in Sheffield.

Additional information

VACANCY DETAILS

Location:
Sheffield

CLOSING DATE

Apr

30

APPLY NOW!

If you would like to apply for this vacancy by uploading your CV to Lime then please use the form below.

Vacancy Application
We would love to hear from you! Please fill out this form and we will get in touch with you shortly.

Your Name*

Your Email*

Date of Birth*

Where do you live*

Application Statement*

Please include why you would like to be considered for this Apprenticeship

Company Registration:
Lime People Search & Select Ltd 08062097

The Lime People Group of Companies includes Lime People Search & Select Ltd, Lime International Management Enterprises S.L.