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IFA Administrator

NJR Recruitment
Posted 12 days ago, valid for 7 days
Location

Sheffield, South Yorkshire S5 8DP

Salary

£24,000 - £28,800 per annum

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Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • An Independent Wealth Management Advisory firm in Sheffield is seeking an experienced Financial Planning Administrator due to their growth.
  • The position offers a long-term career path within the Financial Services industry, with opportunities for progression into paraplanning and advising.
  • The role includes providing administrative support to wealth managers, conducting product research, writing suitability reports, and general office tasks.
  • Candidates must have previous experience in an IFA/wealth management environment and excellent client communication skills, with familiarity with Provider Platforms preferred.
  • The salary for this role is competitive, and the firm offers hybrid working, 25 holidays plus bank holidays, study support, and a company pension.

We are delighted to be representing an expanding Independent Wealth Management Advisory firm based in Sheffield who, due to their ever increasing growth, are now looking to recruit an experienced Financial Planning Administrator to join their team.

This is an excellent opportunity that offers a long term career path within the Financial Services industry through to paraplanning and beyond to advising for those that want it.

What's in it for you?

  • Hybrid working
  • 25 holidays + BH
  • Study Support Available
  • Excellent Promotion and Development Opportunities
  • Company Pension

Working as part of a highly professional team which provide high quality support to the Wealth Planners, this role will include:

  • Providing high-quality administrative support to a team of wealth managers across a range of pensions, investments and other financial products
  • Conducting product research
  • Writing basic suitability reports
  • Prepare and Issue client review documents.
  • Processing of new and existing business
  • Liaising with product providers to ascertain any policy information which may be required for your research
  • General office admin tasks

What do we need from you?

  • Previous experience working within and IFA/wealth Management environment is essential
  • Must have excellent client communication skills
  • Ideally working towards industry qualification but this is not essential
  • Familiarity with Provider Platforms. FE is also preferred, although not essential
  • Excellent writing skills

Our client is looking for a highly ambitious individual, who enjoys the challenge of a diverse role whilst having an eye for detail. It is also essential that the successful candidate is a team player who is looking for a long term role where they can continue to learn and develop.

For more information please contact one of our specialist consultants quoting REF: NJR15335

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In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.