Position details
IFA ADMINISTRATOR
Location
Salary
Posted on
Reference
Benefits
Salary
Posted on
Reference
Benefits
Sheffield
£28000 - £34000 15/05/2026
NJR16708
plus excellent benefits
£28000 - £34000 15/05/2026
NJR16708
plus excellent benefits
DESCRIPTION
Sheffield (Hybrid working available)
IFA Administrator
£28,000 - £34,000
Hours: Full-time, Monday to Friday
NJR Recruitment is thrilled to be recruiting for a leading, award winning IFA firm who are looking for a financial planning administrator to join their team in Sheffield!
What You\'ll Do:
\" Provide day-to-day admin support to Financial Advisers and Paraplanners
\" Prepare documentation and client packs for meetings
\" Process new business and track applications to completion
\" Liaise with clients and product providers
\" Maintain accurate client records using CRM systems
\" Assist with compliance checks and regulatory documentation
What We\'re Looking For:
\" Previous experience in a financial planning or wealth management admin role
\" Strong organisational skills and excellent attention to detail
\" Confident communicator, both written and verbal
\" A CV that demonstrates longevity and stability in previous roles
What\'s On Offer:
\" Competitive salary based on experience
\" Hybrid working (3 days in office / 2 from home once fully trained)
\" Support with professional qualifications (e.g. CII Diploma)
\" A friendly, professional, and team-focused culture
\" 27 days holiday + bank holidays
\" Company pension scheme and other benefits
\" Enhanced Pension Scheme
\" Healthcare cash plan
\" Death in Service Cover
If you\'re ready to take the next step in your financial services career and want a role with long-term prospects, we\'d love to hear from you.
Apply now or contact NJR Recruitment quoting NJR16708
IFA Administrator
£28,000 - £34,000
Hours: Full-time, Monday to Friday
NJR Recruitment is thrilled to be recruiting for a leading, award winning IFA firm who are looking for a financial planning administrator to join their team in Sheffield!
What You\'ll Do:
\" Provide day-to-day admin support to Financial Advisers and Paraplanners
\" Prepare documentation and client packs for meetings
\" Process new business and track applications to completion
\" Liaise with clients and product providers
\" Maintain accurate client records using CRM systems
\" Assist with compliance checks and regulatory documentation
What We\'re Looking For:
\" Previous experience in a financial planning or wealth management admin role
\" Strong organisational skills and excellent attention to detail
\" Confident communicator, both written and verbal
\" A CV that demonstrates longevity and stability in previous roles
What\'s On Offer:
\" Competitive salary based on experience
\" Hybrid working (3 days in office / 2 from home once fully trained)
\" Support with professional qualifications (e.g. CII Diploma)
\" A friendly, professional, and team-focused culture
\" 27 days holiday + bank holidays
\" Company pension scheme and other benefits
\" Enhanced Pension Scheme
\" Healthcare cash plan
\" Death in Service Cover
If you\'re ready to take the next step in your financial services career and want a role with long-term prospects, we\'d love to hear from you.
Apply now or contact NJR Recruitment quoting NJR16708
Apply Now
