IFA Administrator
other jobs NJR Recruitment
Added before 3 Days
- England,Yorkshire and The Humber,South Yorkshire,Sheffield
- Full Time, Permanent
- £27,000 - £30,000 per annum
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
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
Job number 3366625
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Company Details:
NJR Recruitment
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