ⓘ There was an unexpected error processing your request.
Please refresh the page and try again.
If the problem persists, please contact us with your issue.
You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.
Get ready to discover your next great opportunity.
Recruit Wealth Ltd
Rotherham, South Yorkshire
Recruit Wealth are representing one of the UK’s fastest growing, national Financial Planning & Wealth Management businesses who are currently recruiting for several experienced Administrators to join their regional Rotherham offices. With over 40 offices nationally, our client is a modern, highly ethical and rewarding employer to work for who can o
Job Source: Recruit Wealth LtdRecruit Wealth
Rotherham
Recruit Wealth are representing one of the UK’s fastest growing, national Financial Planning & Wealth Management businesses who are currently recruiting for several experienced Administrators to join their regional Rotherham offices. With over 40 offices nationally, our client is a modern, highly ethical and rewarding employer to work for who can o
Job Source: Recruit WealthLime People Search & Select Ltd
Sheffield, South Yorkshire
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 urgently seeking an experienced Administrator to join an existing team who are responsible for providing Administration support for b
Job Source: Lime People Search & Select LtdMI Search Ltd
Rotherham
This national IFA firm is currently seeking an administrator to work as part of their busy team in Rotherham. In this role you will support financial advisers and paraplanners and be involved in preparing client packs and annual reviews, dealing with client queries and correspondence, liaising with product providers, processing new business and gen
Job Source: MI Search LtdFocus Search and Selection
Doncaster
Financial Services Administrator (Client Delivery) (Hybrid Working) £26,000 to £28,000 salary We are looking for a Financial Services Administrator to join a Financial Services firm in the Doncaster area. You will ideally have experience of working within Financial Services, but this isn’t essential because full training will be provided. As a Fina
Job Source: Focus Search and SelectionCarrington West
Sheffield
Position Available: Planning Director Location: Sheffield Sector: Private, Consultancy. Salary: Dependent on experience Carrington West are on the lookout for a seasoned Planning Director. We are working with a leading, multi-disciplinary consultancy that are looking to expand their dynamic team in their Sheffield office. Working closely with the
Job Source: Carrington WestService Care Solutions - Legal
Doncaster
Service Care Legal are currently working alongside a thriving Local Authority, based in North Yorkshire, which is in need of an experienced Highways and Planning Lawyer to join their team. Role: Planning Lawyer Location: Doncaster, hybrid working Contract Length: 3 months ongoing Rate of Pay: £50-£55ph umbrella The Role: This company is seeking a h
Job Source: Service Care Solutions - LegalService Care Solutions
South yorkshire, England, United Kingdom
Service Care Legal are currently working alongside a thriving Local Authority, based in North Yorkshire, which is in need of an experienced Highways and Planning Lawyer to join their team. Role: Planning Lawyer Location: Doncaster, hybrid working Contract Length: 3 months ongoing Rate of Pay: £50-£55ph umbrella The Role: This company is seeking a
Job Source: Service Care SolutionsSheffield
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 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:
Administration duties
To arrange basic administration requirements from file notes as instructed
Collating costs & charges information for annual review purposes
Preparing valuations / client packs for client meetings
To send off letters by email and post as required
To be responsible for scanning and administrative duties as required
To telephone clients when required
Day to day reception duties
To be responsible for the main reception duties during opening hours
To be the first contact for answering and directing telephone calls
Opening of post in morning & allocation to staff
To deal with clients at the front desk in a polite and courteous manner
To arrange refreshments for clients and advisers as necessary
To take accurate messages for advisers and members of staff as necessary
To undertake photocopying / scanning duties as requested
To be responsible for franking of outgoing post
To ensure 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.
Financial Planning Administrator jobs in Sheffield
ⓘ There was an unexpected error processing your request.
Please refresh the page and try again.
If the problem persists, please contact us with your issue.
You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.
Get ready to discover your next great opportunity.