Financial Planning Administrator Sheffield - up to £30,000 plus benefits We are working with a well-established and growing financial planning firm that is looking to recruit a Financial Planning Administrator. This is an excellent opportunity to join a supportive team and play a key role in delivering high-quality client service to both clients and advisers. Key Responsibilities: Act as a friendly and professional point of contact for clients. Liaise with product providers to collate policy information and obtain client-specific illustrations. Process new and top-up applications for life, pension, and investment business. Obtain valuations and prepare client review packs. Process platform withdrawals, fund switches, and benefit crystallisations. Maintain accurate and compliant client files. Work closely with advisers and the Technical Analysis team to ensure a seamless service. Carry out general office duties Key Skills & Experience: Previous experience in an administrative role within financial services. Enthusiastic, proactive, and self-motivated team player. Strong attention to detail and excellent time management skills. Confident communication skills with the ability to build strong relationships. Understanding of life, pensions, and investment products. Proficiency in Microsoft Word, Excel, and Outlook. Knowledge of Intelligent Office, AssureWeb, FE Analytics, and other industry software is an advantage. This is a great opportunity to join a reputable firm and develop your career in financial services. If you are interested in this role, please apply today. We are working with a well-established and growing financial planning firm that is looking to recruit a Financial Planning Administrator. This is an excellent opportunity to join a supportive team and play a key role in delivering high-quality client service to both clients and advisers. Key Responsibilities: Act as a friendly and professional point of contact for clients. Liaise with product providers to collate policy information and obtain client-specific illustrations. Process new and top-up applications for life, pension, and investment business. Obtain valuations and prepare client review packs. Process platform withdrawals, fund switches, and benefit crystallisations. Maintain accurate and compliant client files. Work closely with advisers and the Technical Analysis team to ensure a seamless service. Key Skills & Experience: Previous experience in an administrative role within financial services. Enthusiastic, proactive, and self-motivated team player. Strong attention to detail and excellent time management skills. Confident communication skills with the ability to build strong relationships. Understanding of life, pensions, and investment products. Proficiency in Microsoft Word, Excel, and Outlook. Knowledge of Intelligent Office, AssureWeb, FE Analytics, and other industry software is an advantage. This is a great opportunity to join a reputable firm and develop your career in financial services. If you are interested in this role, please apply today. We are working with a well-established and growing financial planning firm that is looking to recruit a Financial Planning Administrator. This is an excellent opportunity to join a supportive team and play a key role in delivering high-quality client service to both clients and advisers. Key Responsibilities: Act as a friendly and professional point of contact for clients. Liaise with product providers to collate policy information and obtain client-specific illustrations. Process new and top-up applications for life, pension, and investment business. Obtain valuations and prepare client review packs. Process platform withdrawals, fund switches, and benefit crystallisations. Maintain accurate and compliant client files. Work closely with advisers and the Technical Analysis team to ensure a seamless service. Key Skills & Experience: Previous experience in an administrative role within financial services. Enthusiastic, proactive, and self-motivated team player. Strong attention to detail and excellent time management skills. Confident communication skills with the ability to build strong relationships. Understanding of life, pensions, and investment products. Proficiency in Microsoft Word, Excel, and Outlook. Knowledge of Intelligent Office, AssureWeb, FE Analytics, and other industry software is an advantage. This is a great opportunity to join a reputable firm and develop your career in financial services. If you are interested in this role, please apply today. We are working with a well-established and growing financial planning firm that is looking to recruit a Financial Planning Administrator. This is an excellent opportunity to join a supportive team and play a key role in delivering high-quality client service to both clients and advisers. Key Responsibilities: Act as a friendly and professional point of contact for clients. Liaise with product providers to collate policy information and obtain client-specific illustrations. Process new and top-up applications for life, pension, and investment business. Obtain valuations and prepare client review packs. Process platform withdrawals, fund switches, and benefit crystallisations. Maintain accurate and compliant client files. Work closely with advisers and the Technical Analysis team to ensure a seamless service. Key Skills & Experience: Previous experience in an administrative role within financial services. Enthusiastic, proactive, and self-motivated team player. Strong attention to detail and excellent time management skills. Confident communication skills with the ability to build strong relationships. Understanding of life, pensions, and investment products. Proficiency in Microsoft Word, Excel, and Outlook. Knowledge of Intelligent Office, AssureWeb, FE Analytics, and other industry software is an advantage. This is a great opportunity to join a reputable firm and develop your career in financial services. If you are interested in this role, please apply today.