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Financial Planning Administrator

Full Time

Sheffield, South Yorkshire

This is a busy and varied role that requires excellent attention to detail along with great client service skills. Ideally you will have experience in the financial services sector (although this is not essential) as this position could be your first step into a successful career with a leading Global IFA providing advice for clients across the UK, USA, Europe and Middle East.

Skybound have a policy of sponsoring all staff through relevant qualifications and promoting from within. The Financial Planning Administrator role is designed to progress the successful candidate into a qualified Financial Planning Administrator and then a Senior Financial Planning Administrator or a Paraplanner if that is a path you wish to choose.

This specific position will focus on supporting our Rest of World Team. The business for this area heavily focuses on investment planning for individuals who live outside of areas where we have regulated offices.

Key Duties:
  • Assisting with processing applications for pensions, regular contribution and lump sum savings
  • Maintaining and chasing the New Business Pipeline to ensure swift activation of policies – involves chasing providers, clients and advisers for relevant updates
  • Liaising with Providers, Trustees and Pension Schemes
  • Administrating policy amendments such as Portfolio Valuations, Withdrawal requests, Deed of assignments, Letters of Authority and Transfer of Agencies
  • Liaising with Clients and Advisers by email, letter or telephone  
  • Updating and maintaining our in-house and back-office systems
  • Managing and handling incoming correspondence including provider documentation and email notices
  • Working to support the Group Head of Administration and Senior Administrators
Desired Skills and Experience:
  • Good IT Skills – an intermediate understanding of Microsoft Office
  • Excellent Communication Skills – friendly and confident both verbally and written
  • The ability to work alone, under pressure using your own initiative or working as part of a team
  • A good problem solver with the ability to negotiate and encourage at a benefit to the company
  • Highly organised – manage workload, motivated and able to take on responsibility for your role
  • A desire to pursue a career in the Financial Services Industry in the future if not already and work towards a Financial Diploma or Degree with CII or CISI
You Will Benefit From:
  • £21,000 salary per annum, increasing upon completion of probation
  • A percentage bonus/commission from all cases that you work on
  • Sponsorship through all industry examinations e.g. CII or CISI Level 4

Apply Today

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Your application has been received and a member of our recruitment team will contact you via email or phone if you are a suitable match.
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