Financial Planning Administrator

Job: IFA Administrator

Location: Sheffield

Salary: Negotiable

Role Description

A modern, growing financial planning firm with an excellent reputation is looking for an experienced Wealth management administrator to join their support team. This role will suit someone who enjoys being a key point of contact for client queries relating to pensions, investments, and protection products, while also liaising with product providers.

The position plays a crucial role in ensuring a high standard of service is delivered to both clients and internal stakeholders.

Responsibilities

• Processing new business applications


• Assisting Paraplanners and Advisers with the preparation of annual and tri-annual client review packs


• Arranging client meetings and managing Advisers’ diaries


• Completing portfolio illustration requests


• Providing comprehensive back-office support


• Ensuring all financial planning administration is completed in line with company procedures


• Corresponding with clients in both written and verbal formats


• Maintaining accurate, compliant, and well-presented client records on company systems

• Previous experience working within a Financial Planning firm (essential)


• CII Level 3 qualification in Financial Administration preferred (training support available)


• Working knowledge of Intelligent Office (IO) and platform experience would be advantageous


• Strong ability to manage and prioritise workloads effectively


• Excellent communication, planning, and organisational skills


• Strong analytical and problem-solving abilities

• Professional industry exams and study supported


• 25 days’ holiday and ability to purchase more holiday (excluding bank holidays)


• Annual salary reviews


• Life assurance


• Company Pension


• Opportunity to develop towards Paraplanning if desired

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