img
Permanent

Financial Planning Administrator - Sheffield - Basic salary to £31,000

MI Search Ltd
Sheffield
money-bag £28000 Annual
Posted: 09 June 2026 (Yesterday)
Closing date: 09 July 2026
Ref: 3119720236

This national IFA firm, with a highly client centric approach to financial planning is currently seeking a financial planning administrator to work as part of their team in their Sheffield office.In this role you will undertake tasks including inputting new business applications and following these cases through to completion; processing investment and pension withdrawals; providing technical support both internally and externally with clients, compliance monitoring; assisting in the production of suitability reports; and project work when required.This firm offers an inhouse training academy, and excellent long-term opportunities to progress your career within the firm.You must have experience working in a financial planning administrator role and ideally have experience of IO / platforms and an understanding of model portfolios and DFM''s alongside excellent communication and team working skills.Basic salary to £31,000 ..... full job details .....

Other jobs of interest...

Grove Talent Solutions
Rotherham6 days ago
money-bag27000.00-27000.00 Annual

Perform a fresh search...

  • Create your ideal job search criteria by
    completing our quick and simple form and
    receive daily job alerts tailored to you!

Jobs. Straight to your inbox!