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Financial Planning and Communications Administrator Sheffield outskirts

Tempest Jones
Job LocationSheffield
EducationNot Mentioned
Salary£18,000 - £25,000 per annum, negotiable
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time

Job Description

An unique opportunity has arisen to work for a reputable financial planning practice on the outskirts of Sheffield as Financial Planning and Marketing Administrator.This will be a varied role supporting the advisers and paraplanners ensuring the efficient production of client review packs, processing of new business and managing all activity relating to marketing and promotional campaigns.Duties include

  • Communicating and liaising effectively with external product providers as and when required, to obtain policy specific information
  • Liaising with clients in a professional and polite manner via phone, email and face to face
  • Preparing client valuations, application forms and meeting documentation for annual reviews
  • Processing business including fund switches, withdrawals
  • Daily use of Intelligent Office software
  • Handling all aspects of social media, maintaining the company website updates, assisting with the content and ensuring this is fit for purpose
  • Manage marketing strategies and campaigns for existing and prospective clients
  • Assist with event planning and communication projects
  • Manage smaller pieces of work to completion, either standalone or as a part of larger project to support achievement of business objectives
  • Other administrative tasks for the various departments and the wider team as required
  • Keeping up to date on legislation and industry changes
    • Essential criteria
  • Must have experience within Financial Planning Administration ideally within a Wealth Management practice or IFA.
  • Have a good knowledge of mail merge campaigns, marketing and willingness to learn about our service offerings
  • Able to use all Microsoft systems such as word, excel and publisher
  • Good organisational skills and the ability to manage and prioritise workload under pressure and work to deadlines
  • Ability to work independently with self-motivation, and as part of a team.
  • Good communication skills - written and verbal
  • High level of attention to detail
  • Enthusiastic and willing to learn
    • To be considered for this role, please submit your cv to jenny @ tempestjones . comIFA Administrator, Financial Planning Administrator, Client services, financial services, intelligent office, IO, Sheffield, Stocksbridge

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