Financial Planning Assistant – Sheffield
Join a growing, people first financial services team
Are you an experienced financial services administrator looking for your next step? This role offers the chance to join a supportive, purpose driven team where your work genuinely makes an impact. You’ll be part of a collaborative environment that values development, progression, and doing things the right way for clients.
The Opportunity
As a Financial Planning Assistant, you’ll play a key role in ensuring clients receive a seamless, high quality service. You’ll work closely with Financial Advisers and the wider support team, handling a mix of client administration, new business processing, review preparation, and provider liaison. No two days look the same — this is a varied, fast?paced role where your organisational skills and attention to detail will shine.
What You’ll Be Doing
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Client administration: meeting confirmations, updating Iris/IO, creating electronic client files, managing LOAs, liaising with clients and providers.
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New business (pre?sale): producing illustrations, applications, fund information, and client presentation documents.
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New business (post?sale): processing applications, monitoring pipeline, chasing underwriting, handling provider documentation.
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Client reviews: preparing pre?meeting packs, processing post?meeting actions, producing review letters.
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Group schemes: monitoring existing schemes, handling renewals, setting up new schemes.
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General admin: managing stationery/post, handling provider correspondence, actioning adviser/client requests.
What You’ll Bring
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3+ years’ experience in financial services (essential).
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Strong understanding of financial planning processes.
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FCA knowledge (desirable).
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Experience in senior admin or paraplanning support (desirable).
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A proactive, organised, client?focused approach.
If you’re looking for a role where you can grow, contribute, and be part of a supportive team that genuinely values its people, this could be the perfect next step.