Location
Salary
Posted on
Reference

Sheffield
£20000 - £22000
12/05/2023
NJR13844

Trainee Financial Planning Administrator
Location: Sheffield

Looking for a new challenge? Wanting to start your career in financial planning working for a reputable organisation, who not only offers career development, but pension, critical illness cover, health cash plan, death in service, 25 days holidays which increases with length of service, discounted online shopping, discounted gym memberships and season ticket loans?

Our client, a well known company who offer independent financial advice to their large bank of clients, now has an excellent opportunity for an ambitious and talented individual to join a growing team as a Junior Financial Planning Administrator.

As a member of the Financial Planning support team, the individual will participate in all aspects of client service administration, providing support to a growing team of Financial Planners and Paraplanners.

Responsibilities
General office admin tasks including scanning and filing
Creating meeting packs
Dealing with the incoming and outgoing post
Diary Management for the Financial Advisers
Adding and updating client details on the system
Processing new business
Liaising with third parties including product providers

What's in it for you?

25 days holiday + bank holidays
Hybrid working
Private health care
Company Pension
Excellent training and development
Full study support

The successful candidate will need to have a keen interest in developing a career in this thriving industry, believes in putting clients first and have great interpersonal skills.

Our client is looking for someone with a can-do attitude, who has the eagerness, passion and drive to succeed in a fast paced busy environment were accuracy and attention to detail is key.

For more information please contact one of our specialist consultants quoting REF: NJR13844