Job Description
Financial Services Co-ordinator | Sheffield
A Role for an Experienced IFA Administrator Ready to Take the Next Step
An established and growing wealth management practice in Sheffield is seeking an experienced IFA Administrator / Financial Services Co-ordinator to join its expanding support team.
Salary up to £29,000 & hybrid working 3 days in the office and 2 from home.
This position plays a central role in supporting Financial Advisers and Paraplanners, ensuring clients receive a seamless, professional and highly organised service at every stage of their journey.
It would suit an individual who already has experience within investment or wealth management administration and is looking for a stable, long-term opportunity within a structured and supportive environment.
The Role
The Financial Services Co-ordinator will provide comprehensive administrative and operational support, including:
* Assisting with the preparation of annual review reports, updating back-office systems and compiling documentation
* Coordinating client communications, including review invitations and meeting confirmations
* Scheduling adviser activities and client meetings (First Appointments, Presentations and Annual Reviews) and maintaining accurate system records
* Supporting new business submissions, tracking applications and ensuring accurate updates
* Handling inbound and outbound queries from clients, internal teams and third-party providers
* Assisting with ongoing servicing work, including recommendation reports and withdrawal processing
* Liaising with providers regarding letters of authority, policy information, fund switches and transfers
* Contributing to operational improvements, service enhancements and compliance initiatives
* Supporting and, in time, supervising colleagues and assisting with training new team members
The role requires someone comfortable managing a high volume of work while maintaining accuracy and professionalism.
The Person
The successful candidate will:
* Have proven Financial Services Administration experience within an IFA, investment or wealth management environment
* Possess strong compliance and regulatory awareness
* Be highly organised with the ability to prioritise effectively
The Opportunity
This is an excellent opportunity for an experienced IFA Administrator seeking a structured and professional environment where their contribution will be valued.
The firm offers stability, team collaboration and the chance to play a meaningful role within a growing advice practice.
Applications are welcomed from individuals looking to build a long-term career within financial services administration.