Position details
IFA ADMINISTRATOR
Location
Salary
Posted on
Reference
Salary
Posted on
Reference
Sheffield
£27000 - £29000 10/03/2026
NJR16525
£27000 - £29000 10/03/2026
NJR16525
DESCRIPTION
IFA Administrator
Sheffield
£27,000 - £29,000
The Role
An exciting opportunity has arisen for a Financial Planning Administrator to join a professional financial services team. This role will provide key administrative and client servicing support to Financial Advisers, ensuring a smooth and efficient experience for clients.
The successful candidate will act as a central point of contact for clients while supporting the advisers with diary management, new business processing and ongoing client servicing.
Key Responsibilities
Client Servicing
\" Act as a friendly and professional point of contact for client enquiries via phone, email and in person
\" Organise meetings for both existing and prospective clients and assist with managing adviser diaries
\" Liaise with clients regarding administrative queries and service requests
\" Manage client expectations and service requirements to ensure a high level of client satisfaction
\" Ensure action points from client meetings are diarised and followed up
Processing New Business
\" Prepare meeting packs, including documentation for new business sign-ups
\" Complete, submit and follow up applications, ensuring cases are processed in a timely and compliant manner
\" Check documentation for accuracy and completeness
\" Request required documentation from clients and issue policy documents
\" Obtain quotes and policy details for advisers
\" Process fund switches, rebalances and other transactions accurately within agreed timescales
What\'s in it for you?
\" Genuinely competitive salary up to £28,000
\" Hybrid Working
\" Death in Service
\" Income Protection
\" Salary Sacrifice Schemes
\" Opportunities for growth within a Chartered financial planning firm
\" 25 days holiday + Bank Holidays
\" Flexi Hours
Knowledge & Experience
Required:
\" Previous administrative experience within financial services
\" Excellent interpersonal and communication skills
\" Ability to communicate clearly both verbally and in writing
\" Strong organisational skills with the ability to prioritise workload
\" Ability to work effectively within a regional team using both face-to-face and digital communication
\" Strong computer literacy and ability to learn new systems
\" Excellent time management and reliability
This is a great opportunity for someone looking to develop their career within a supportive and professional financial services environment while working closely with advisers and clients.
Apply today via NJR Recruitment or call quoting the reference NJR16525
Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer \'no\' to key screening questions, we may not be able to contact you.
Sheffield
£27,000 - £29,000
The Role
An exciting opportunity has arisen for a Financial Planning Administrator to join a professional financial services team. This role will provide key administrative and client servicing support to Financial Advisers, ensuring a smooth and efficient experience for clients.
The successful candidate will act as a central point of contact for clients while supporting the advisers with diary management, new business processing and ongoing client servicing.
Key Responsibilities
Client Servicing
\" Act as a friendly and professional point of contact for client enquiries via phone, email and in person
\" Organise meetings for both existing and prospective clients and assist with managing adviser diaries
\" Liaise with clients regarding administrative queries and service requests
\" Manage client expectations and service requirements to ensure a high level of client satisfaction
\" Ensure action points from client meetings are diarised and followed up
Processing New Business
\" Prepare meeting packs, including documentation for new business sign-ups
\" Complete, submit and follow up applications, ensuring cases are processed in a timely and compliant manner
\" Check documentation for accuracy and completeness
\" Request required documentation from clients and issue policy documents
\" Obtain quotes and policy details for advisers
\" Process fund switches, rebalances and other transactions accurately within agreed timescales
What\'s in it for you?
\" Genuinely competitive salary up to £28,000
\" Hybrid Working
\" Death in Service
\" Income Protection
\" Salary Sacrifice Schemes
\" Opportunities for growth within a Chartered financial planning firm
\" 25 days holiday + Bank Holidays
\" Flexi Hours
Knowledge & Experience
Required:
\" Previous administrative experience within financial services
\" Excellent interpersonal and communication skills
\" Ability to communicate clearly both verbally and in writing
\" Strong organisational skills with the ability to prioritise workload
\" Ability to work effectively within a regional team using both face-to-face and digital communication
\" Strong computer literacy and ability to learn new systems
\" Excellent time management and reliability
This is a great opportunity for someone looking to develop their career within a supportive and professional financial services environment while working closely with advisers and clients.
Apply today via NJR Recruitment or call quoting the reference NJR16525
Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer \'no\' to key screening questions, we may not be able to contact you.
Apply Now
