Position details
IFA ADMINISTRATOR
Location
Salary
Posted on
Reference
Benefits
Salary
Posted on
Reference
Benefits
Sheffield
£27000 - £30000 30/01/2026
NJR16415
Plus Bonus
£27000 - £30000 30/01/2026
NJR16415
Plus Bonus
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
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
Apply Now
