Financial Planning Administrator - Sheffield - Salary to £28,000

The financial planning arm of a regional accountancy firm is currently seeking a Financial Planning Administrator to join their IFA team in their Sheffield office (hybrid working).

In this role you will undertake tasks including liaising with product providers, collating new policy information, obtaining illustrations, processing new and top up applications, obtaining valuations, processing online and platform transactions, and generally ensuing the paraplanners and advisers are well supported.

You must have experience working in a financial planning administrator role and ideally have excellent attention to detail and excellent communication and team working skills.

Basic salary to £28,000, pension, benefits and hybrid working.