If you’re a skilled financial services administration manager looking for a new challenge, we’d love to hear from you!
We’re Fyfe Financial, a Sheffield-based Chartered financial planning firm that believes our advice should positively impact our clients' real lives, not just their bank balances. Fyfe Financial
We’re a Chartered financial planning practice specialising in helping our clients not only build their wealth but also make the most of their money both whilst they are working and in retirement. We help them make informed decisions focused on what matters most so they can look back in the future without regrets.
Founded more than 30 years ago, we’re a family business that believes in providing sound advice at a fair price and putting our clients first.
Our focus on our clients means we now need to add a talented administration manager to our team. You’ll be working with our two advisers, two client relationship managers and our office manager to deliver effectively for our 180 existing clients, and anyone new we bring onboard.
You will have overall responsibility for submitting new and existing business, primarily using the websites of investment platforms. You will also keep full and accurate records using our back-office database and check all transactions have been implemented correctly.
Obtaining illustrations and key features documents
· Rebalancing investment portfolios
· Financial services back-office systems (such as Plannr, Adviser Office, Intelligent Office, or Xplan)
· Investment platforms such as Fidelity, Nucleus, and Wealthtime
· Pension and investment companies such as Aviva, Standard Life, and InvestAcc
· Financial services administration procedures
· Submitting business via investment platforms
· MS Office
A hybrid office-based/from-home working arrangement (we’d like you to work three days a week in our Sheffield office)
· 25 days annual leave, plus all bank holidays
· A non-contributary pension with generous 8% employer pension contributions (as you’d expect, we believe in retirement planning!)
Respectfully, no agencies please.