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Finance Assistant Business Administration Financial Advisor

Financial Planning Assistant — Client Support & Admin

Job in Sheffield, South Yorkshire, S5, England, UK
Listing for: Service Service
Full Time position
Listed on 2026-05-30
Job specializations:
  • Finance & Banking
    Finance Assistant, Business Administration, Financial Advisor
Job Description & How to Apply Below
A financial services firm in the United Kingdom is looking for an experienced Financial Planner Assistant. This role involves providing sales support to Independent Financial Planners, administering life, pension, and investment business, and ensuring compliance with record-keeping requirements. Ideal candidates should have a background in financial services and possess strong customer service skills. Competitive benefits include a company pension, holiday days, and an annual bonus.
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