Job Description
IFA Administrator
Sheffield
£27,000 - £30,000
An established and growing Independent Financial Adviser (IFA) firm in Sheffield is looking to recruit an IFA Administrator who is keen to develop their career into a Compliance-focused role over time.
This is an excellent opportunity for someone with financial services administration experience who is interested in moving away from pure client administration and building a long-term career within risk, compliance, and governance.
The Role
Initially, the role will focus on providing high-quality administrative support to Financial Advisers and the wider planning team, while gradually introducing compliance responsibilities as part of a structured development pathway.
Key Responsibilities
* Supporting advisers with end-to-end financial planning administration
* Processing new business and servicing existing clients
* Liaising with providers for policy information, valuations, and updates
* Preparing client documentation, review packs, and suitability paperwork
* Maintaining accurate records on CRM/back-office systems
* Supporting compliance processes such as file checks, audits, and monitoring (training provided)
* Assisting with regulatory documentation, procedures, and reporting as experience develops
About You
* Experience in IFA / financial services administration
* Strong attention to detail and a methodical approach
* Interest in compliance, regulation, and governance within financial planning
* Confident communicator with a professional approach
* Comfortable working with CRM and back-office systems (Intelliflo experience beneficial but not essential)
* Keen to learn and progress within the business long term
What’s on Offer
* Genuinely competitive salary
* Annual bonus
* Free parking
* Ongoing training and development
* Study support towards CII Diploma
* Generous holiday allowance with the option to buy/sell days
* Flexible hours
* Company pension
* Private Health Cover
* Loads of social events
This role would suit an IFA Administrator who enjoys detail, regulation, and process, and is looking for a less client-facing, more technical career path within financial planning.
For further information please contact one of our specialist consultants quoting REF NJR16415