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Financial Planning Administrator - FTC 12 months

  • Salary: £22000 - £23000 per annum + benefits package
  • Location: Sheffield, South Yorkshire
  • Sector: Financial Planning
  • Job type: Contract
  • Date posted:
    06 Aug 2018
  • Job reference: 31366

Are you an Administrator who has worked within financial planning and wealth management? Are you looking to work for a national award-winning business where you within a supportive team?

My client are looking for a Financial Planning Administrator to join their team on a 12 month fixed term contract to cover maternity leave. You will working with the administrative function of the financial planning practice based in Sheffield city centre supporting high net worth private clients. You will be dealing with administering new business applications, assisting with the preparation of client reviews and the on-boarding process.

As an individual you must have impeccable telephone manner and be well presented as this is working for a professional practice. Previous experience is required as well as the ambition to be working through the Diploma in Financial Planning.

In reward for your hard work you will have a basic salary of up to £23,000 plus a full comprehensive employee benefits package. You will also gain a number of soft benefits such as dress down Friday, subsidised canteen and company socials.






Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.

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