IFA Administrator - #2068513
NJR Recruitment
Date: 3 weeks ago
City: Sheffield
Salary:
£28,000
-
£34,000
/ year
Contract type: Full time
Work schedule: Full day
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
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