Financial Planning Administrator

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 are 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:

• Arranging basic administration requirements from file notes as instructed
• Collating costs & charges information for annual review purposes
• Preparing valuations / client packs for client meetings
• Sending off letters by email and post as required
• Scanning and administrative duties as required
• Telephoning clients when required
• Day to day reception duties

To be responsible for the main reception duties during opening hours, including:

• Answering and directing telephone calls
• Opening of post in morning & allocation to staff
• Dealing with clients at the front desk in a polite and courteous manner
• Arranging refreshments for clients and advisers as necessary
• Taking accurate messages for advisers and members of staff as necessary
• Undertaking photocopying / scanning duties as requested
• Franking of outgoing post
• Ensuring sufficient supplies of stationery / consumables / sundries

Ideally, we would be seeking an individual who has around 1+ years experience working within 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

Location: Sheffield

Vacancy Details

Closing Date: 30 Apr

We are an equal opportunities employer and welcome applications from all qualified candidates.