Financial Planning Administrator

Job Location	Eckington, Sheffield
Education	Not Mentioned
Salary	23,000 - 29,000 per annum, negotiable, inc benefit
Industry	Not Mentioned
Functional Area	Not Mentioned
Job Type	Permanent , full-time

Job Description

The Company and OfferingA new opportunity has arisen for a Financial Planning Administrator to join a well-established friendly firm of Financial Planners in their South Sheffield office.On offer will be a competitive salary and benefits package, along with professional development and a long term career within a financial planning environment.AccountabilitiesThis role will involve providing full administrative support to financial planners who give advice on pensions, investments and protection to both individuals and business owners.* You will be involved in looking after both new and existing business.* Obtaining illustrations on new business.* Collating portfolio valuation reports.* Accessing provider platforms to obtain crucial information* Processing business accurately and in a timely fashion in line with compliance guidelines.* Document preparation, scanning and data input as required.* Diary management and other ad hoc tasks as required by the advisers.* Answering the telephone to clients and third parties in a polite and professional manner, providing information and help when required.* Working in a team environment towards common goals.To applyFor further information or to apply, please send your CV to jenny @ tempestjones . comNB: Salary offered will depend on level of qualification and also level of experience in an equivalent role.

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