Financial Planning Administrator

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Job description

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.

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