IFA Administrator (Sheffield)

Job Title: IFA Administrator (Client Account Executive)

Location: Sheffield Office-based (Mon-Fri, 9am-5pm)

Salary: £23,000 – £27,000 per annum

Reference Number: 9598

Main Purpose of the Role:

We are seeking a motivated and detail-oriented IFA Administrator to join our team. The role involves supporting the report writing and administrative processes to ensure our clients are confident, informed, and well-served in their investment and financial decisions. You will work closely with senior team members to produce compliant reports and ensure smooth, efficient service across all client accounts.

Key Responsibilities:

• Assist in the advice process by attending meetings and discussing matters with the Investment Director, Business Manager, Client Account Supervisor, Consultants, and Financial Advisers.
• Manage and support the Report Writing Process, ensuring consistency and compliance across all clients.
• Produce recommendation reports, conduct research, and maintain compliant client files in line with current regulations.
• Process new business requests accurately and take ownership of tasks through to completion.
• Contribute to the production of management information for Directors and the wider management team.
• Ensure that client records and files are updated correctly and in a timely manner.
• Work closely with other team members to ensure smooth communication and assist with processing in other areas as needed.
• Develop and maintain strong client relationship skills.
• Ensure all client data is stored securely and in compliance with data protection laws.
• Adhere to the firm’s policies and procedures, including health and safety, TCF (Treating Customers Fairly), and vulnerable client policies.

Skills & Experience Required:

• Enthusiasm and a keen interest in the financial services industry.
• Strong attention to detail and organizational skills.
• Ability to work collaboratively in a team environment.
• Good written and verbal communication skills, with a professional phone manner.
• Strong commitment to learning, development, and maintaining high standards of service.
• A proactive approach to task management and problem-solving.

What you can expect:

• Starting salary of up to £27,000
• Study and exam support toward full diploma qualification
• Generous holiday entitlement and benefits package
• Progression opportunities

..and much more!