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IFA Administrator

Full Time in Admin Support
  • Silver Street Head, Sheffield City Centre, Sheffield, UK View on Map
  • Salary: £25,000 - £27,000
  • Additional package info + attractive annual bonus, study support & full company benefits

Job Description

The Company: Regionally renowned and very well-established wealth management firm looking to bring in an experienced, private wealth focused IFA Administrator as they expand their Adviser Support team:

  • Office Location: Sheffield
  • Hybrid/Home Working: 100% office-based with ad-hoc flex to WFH as required


Package: £25-28k base DOE + bonus & full company benefits

  • Benefits: 8% pension + annual bonuses and full flexible benefits package
  • Holidays: 25 days holiday + stats


The Role: The remit here is a wealth administration support role geared around supporting multiple high performing financial advisers, working in HNW circles from a technical admin support perspective:

  • Analysing and assisting with research for compiling Financial Planning reports
  • Handling client queries wherever possible for the Advisers
  • Servicing existing clients by providing valuations and portfolio updates as and when required
  • Ensuring that all new business applications are processed accurately and efficiently, in a compliant manner to the firm’s standards.
  • Send letters of authority and gather accurate information
  • Provide an efficient and friendly point of contact for clients and providers, by phone, email and in person
  • Maintaining client records


The Person: Must come from an IFA/wealth management background and have exposure to supporting IFA’s/financial advisers across investments & pensions casework.

  • Required: Exposure to processing new/existing private pensions business


What next? Follow the link attached to apply via CV submittal. Further questions? Get in touch to explore further: Chris – 07891479277 |

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