Financial Services Administration Manager

Financial Services Administration Manager - Sheffield - £32k - £36k plus excellent benefits

Our client is an extremely successful and well-established financial planning organisation; they are currently expanding our team and recruiting for an experienced Financial Services Administration Manager.

Duties include:

• Producing and prepopulating application forms
• Obtaining illustrations and key features documents
• Submitting new business applications
• Dealing with income and withdrawal requests
• Rebalancing investment portfolios
• Submitting requests for fund switches
• Updating our new business register
• Documenting business submissions using our tasks and workflows
• Evidencing submissions have been transacted correctly on our electronic filing system
• Liaising with clients when submissions are complete.

Skills and experience required:

• Experience / Knowledge of 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

Hours: 9am-5.30pm Monday to Thursday and 9am-5pm Friday

Benefits: 25 days holiday (plus bank holidays), generous company pension 8%, hybrid working available (3 days in office and 2 from home), company laptop and life insurance.