Job Information

Financial Services Administrator Vacancy : Sheffield - £25,000

Working in partnership with a reputable Independent Financial Planners in Sheffield, I am currently recruiting for a Financial Services Administrator.

You will work within a team of support staff but in particular alongside 1 Paraplanner and provide direct support to specific advisers, allowing you to see cases through from start to finish.

Duties will include but will not be limited to;

• Submitting new business
• Chasing new business through to completion
• Liaising with clients and product providers
• Accessing provider platforms for valuations, new business and converting quotes
• Diary management
• Maintaining accurate records

The benefits

• Competitive starting salary up to £25,000
• Discretionary bonus
• 4x DIS
• Income protection
• 4% employer pensions contribution
• 20 days holiday (+Bank Holidays))

The successful Financial Services Administrator must have either provided similar support within a Financial Planning company, or will have administration experience within a relevant product provider environment.

For further information please contact me on 0161 638 8627, email richard.kunman@cameron-james.co.uk, or APPLY NOW!