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Financial Planning Administrator

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 Sheffield offices.

With over 40+ offices nationally, our client is a modern, highly ethical and rewarding employer to work for who can offer genuine career opportunities for Financial Services professionals.

Our client offers expert, regulated, independent advice to private clients, companies and trustee's in all areas of Financial Planning & Wealth Management.

There are various administration opportunities available within the team due to a recent company/office acquisition and adviser expansion.

Please note: Progression is available to Trainee Paraplanner, Paraplanner and to Adviser if you so wish. However, this is not a prerequisite to be considered and the business is very happy to have long term administrators.

Overview of the role is detailed below:

  • Preparation of correspondence including letters and emails
  • Ensuring appropriate documentation is scanned and attached to the relevant client records
  • Processing letters of authority and chasing up providers
  • Maintaining all administration systems, ensuring all client data is accurate and up to date
  • Build relationships with clients and interact with them directly
  • Arrange client meetings for the Advisers when required
  • Prepare client files for adviser meetings for both new and existing clients
  • Processing and monitoring of all new business (both for new and existing clients)
  • Manage and track pipeline activity providing regular progress updates to both client and adviser
  • Monitor and progress cases through to issue, liaising with client and any third party
  • Issue policy documents
  • General back-office support using IO software
  • Provide support to other staff where needed
  • Liaising with paraplanning and operations teams to assist with any queries

Benefits of joining the business:

  • 25 days holiday plus bank holidays
  • Day off for your Birthday
  • Annual salary review
  • Staff awards
  • Study support for professional industry exams
  • In-house academy, professional development
  • Progression to Trainee Paraplanner, Paraplanner and Adviser if desired
  • Holiday Purchase Scheme
  • Life Assurance
  • Pension
  • Corporate Eyecare cover

Recruit Wealth have supported this business for many years, we hold them in high regard with their staff retention and reputation across the UK.

Please apply to us here at Recruit Wealth for an immediate response.


Location: Sheffield, South Yorkshire | Salary: 25000 - 30000 per year | Job type: Permanent | Posted: 02/10/2024

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