IFA Administrator
other jobs NJR Recruitment
Added before 7 Days
- England,Yorkshire and The Humber,South Yorkshire,Sheffield
- Full Time, Permanent
- £28,000 - £34,000 per annum
Job Description:
Full job descriptionSheffield (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
Job number 3754028
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Company Details:
NJR Recruitment
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