Financial Planning Administrator

FINANCIAL PLANNING ADMINISTRATOR

SHEFFIELD

£26,000 -£31,000

(HYBRID, FLEXIBLE)

We are working with a Financial firm based in Sheffield who are looking to recruit their next Financial Planning Administrator.

Our clients are well established and are looking for an experienced Financial Planning Administrator who can join their growing team.

• Key Duties and Responsibilities:
• Maintaining client records
• Assisting in application forms
• Supporting client journey
• Dealing with transactions/calculations
• Technical knowledge
• Portfolio valuations

• To be successful for this role you will:High level of attention to detail
• Strong organisational skills
• Accuracy

For further information on this Financial Planning Administration role in Sheffield please click apply and a full role profile and company details will be provided.

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At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.