Job Information

A small business based in Sheffield with a reputation for giving stellar Financial Advice are looking to grow their support team.

The role:

• Processing new business, chasing and obtaining provider valuations, preparing client files, writing reports and preparing client file reviews
• First point of contact for all client enquiries, dealing with IFA’s diary management and day to day administration
• Developing long term into a paraplanning role, therefore someone seeking to complete DipFA would suit this role

Essential experience:

• Administration experience at an IFA, with knowledge of wraps, platforms and systems
• Computer literacy, strong skills on Microsoft Outlook and Excel
• Some qualifications, e.g. R01 or CF1
• Excellent telephone manner, polished and professional

This is a rare opportunity to join a firm who have an excellent reputation in the market, and who can offer a structured progression plan.

The firm are looking for candidates who can hit the ground running so it is essential that the candidates submitted have the relevant experience above.

Please apply within if you have the required skills and if successful, you will hear from us within 2 weeks.