Financial Planning Administrator

Tempest Jones Recruitment; South Yorkshire; On-site; GBP 25,000 - 35,000; Full time

Job summary

An established industry player is looking for a Financial Planning Administrator to join their dynamic team in Sheffield. This role offers a fantastic opportunity to assist advisers in creating and maintaining client financial portfolios while thriving in a supportive environment that encourages ongoing career development. With study support toward the Diploma in Financial Planning, full training, and multiple career progression opportunities, this position is perfect for those eager to advance their careers in financial services. If you have a professional administrative background and excellent communication skills, this could be the ideal opportunity for you.

Benefits

Study support toward the Diploma in Financial Planning

Full training

Multiple career progression opportunities

Qualifications

• Experience in an administrative role, preferably in financial services.
• Strong communication skills required for client interactions.

Responsibilities

• Manage new and existing client accounts effectively.
• Prepare portfolio valuation reports for pensions and investments.

Skills

Administrative Skills

Communication Skills

Microsoft Office

Data Input

Education

Diploma in Financial Planning

Tools

Microsoft Word

Microsoft Excel

Job description

02nd April, 2025

Financial Planning Administrator - Sheffield

They are now seeking a Financial Planning Administrator to join their dynamic team to assist the advisers in the creation and maintenance of client financial portfolios. This role offers an exceptional chance to work in a supportive environment that promotes ongoing career development and progression, including industry exam sponsorship.

On offer:

• £Competitive
• Study support toward the Diploma in Financial Planning and beyond
• Full training
• Multiple career progression opportunities

Key Responsibilities:

• Managing both new and existing client accounts
• Obtaining illustrations for new business and preparing portfolio valuation reports for existing pensions and investments
• Accessing provider platforms to gather essential information
• Processing business accurately and promptly in line with compliance guidelines
• Document preparation, scanning, and data input as required
• Diary management and other ad hoc tasks as requested by advisers
• Answering telephones professionally and courteously, providing information and assistance to advisers and third parties

Requirements:

• Professional background in an administrative capacity ideally within financial services.
• Confidence using Microsoft Office, Word, and Excel.
• Excellent communication skills both verbal and written.
• Permanent residency. This company is unable to provide sponsorship, so they are seeking candidates who have both current and indefinite right to work in the UK.

If you are looking to advance your career within a leading financial planning practice and keen to find out more, we want to hear from you! Apply today by sending your CV to [e-mail]