Financial Planning Administrator | Sheffield | Hybrid Working | £30,000

A growing wealth management firm is looking for a Financial Planning Administrator to join their team in Dore, Sheffield.

The role:

• Key point of contact for client queries on pensions, investments and protection, with responsibilities including:
• Processing new business and maintaining client records
• Handling calls, emails, and client correspondence
• Preparing client review packs and portfolio illustrations
• Liaising with product providers and supporting advisers/paraplanners
• Coordinating client meetings and managing adviser diaries
• Ensuring all administration is compliant and accurate

The person:
Previous experience in a financial planning firm is required. Strong organisational skills, a proactive attitude, and excellent communication are key. Knowledge of IO and platforms is ideal, with CII qualifications (or a willingness to work towards them, paid by the business) an advantage.

The benefits:
25 days holiday + bank holidays, birthday day off, holiday purchase scheme, life assurance & pension, professional exam support, in-house training, annual salary review, and clear progression opportunities into Paraplanning or Advising.


Unsure if you should apply? Or you don't have a CV?
No problem! Send us a way of contacting you and we'll provide all of the information you'll need to make an informed decision. Then if you need to do a CV we can even help you with that. Everyone will receive a reply.