Senior Financial Planning Administrator and Team-Leader

The Company: A well-established, independent whole of market financial planning practice looking to appoint an experienced Senior Financial Planning Administrator to their Sheffield office. Supporting a collaborative team of Advisers and Paraplanners, this is a varied opportunity suited to someone who enjoys being involved across the full financial planning process, covering pensions, investments, protection and estate planning whilst also taking ownership of the day-to-day administration function.Office Location: SheffieldWorking Setup: Hybrid - up to 2-days WFHHours: Full-time with flexible working hours availablePackage: £33-35k base + full company benefits:Key Benefits: Up to 6% employer pension contributions, 4x Death in Service, professional exam support and annual salary reviews Holidays: 24-days + stats with the option to purchase additional annual leaveStandard hours: Flexible working availableThe Role: A varied Senior Financial Planning Administration/Office Management role providing administrative and operational support to a busy team of Financial Advisers and Paraplanners. Key accountabilities include:Process new business applications from submission through to completionManage existing business transactions including withdrawals, contributions and fund switchesMaintain accurate and up-to-date client records using Intelliflo (IO)Proactively manage ongoing cases and progress workflows efficientlyPrepare documentation and information for annual client ..... full job details .....