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Financial Planning Administrator/ IFA Administrator Sheffield

Job LocationSheffield
EducationNot Mentioned
Salary£20,000 - £26,000 per annum, negotiable, inc benef
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time

Job Description

IFA Administrator/ Financial Planning AdministratorA fantastic opportunity has arisen for an experienced IFA Administrator to work for a reputable Financial Planning Practice in Sheffield.This is a brilliant opportunity to join a successful team of wealth advisers, assisting them with all aspects of sales support and business processing for both new and long-standing clients. You will work in a friendly team environment where you will be provided with the support and training to make a success of the role.On offer will be a competitive package and salary as well as full study support for industry exams and the chance to work in a positive and supportive team. The salary offered will be dependent on experience, level of qualification and performance at interview.Key tasks will involve:- Processing pensions, investment and protection business.- Obtaining illustrations and valuations on existing business and processing work in line with FCA and in-house procedures.- Preparing meeting and review packs.- Client contact will be part of the role, answering client enquiries via telephone and on email, resolving queries and problems in a highly professional and helpful manner.To be considered for this role, applicants will ideally have previous and recent IFA Administration experience with knowledge of processing pensions and investments.You will also have a keen eye for detail and accuracy and have excellent communication skills both written and verbal.For more details or to apply, send your CV to jenny @ tempestjones . comIFA Administrator, financial planning administrator, paraplanner, financial services administrator, Sheffield, South Yorkshire

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