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Job Title: IFA Administrator (Client Account Executive) Location: Sheffield Office-based (Mon-Fri, 9am-5pm)Salary: £23,000 - £27,000 per annum
Reference Number: 9598
Main Purpose of the Role:
We are seeking a motivated and detail-oriented IFA Administrator to join our team. The role involves supporting the report writing and administrative processes to ensure our clients are confident, informed, and well-served in their investment and financial decisions. You will work closely with senior team members to produce compliant reports and ensure smooth, efficient service across all client accounts.
Key Responsibilities:
- Assist in the advice process by attending meetings and discussing matters with the Investment Director, Business Manager, Client Account Supervisor, Consultants, and Financial Advisers.
- Manage and support the Report Writing Process, ensuring consistency and compliance across all clients.
- Produce recommendation reports, conduct research, and maintain compliant client files in line with current regulations.
- Process new business requests accurately and take ownership of tasks through to completion.
- Contribute to the production of management information for Directors and the wider management team.
- Ensure that client records and files are updated correctly and in a timely manner.
- Work closely with other team members to ensure smooth communication and assist with processing in other areas as needed.
- Develop and maintain strong client relationship skills.
- Ensure all client data is stored securely and in compliance with data protection laws.
- Adhere to the firm’s policies and procedures, including health and safety, TCF (Treating Customers Fairly), and vulnerable client policies.
Skills & Experience Required:
- Enthusiasm and a keen interest in the financial services industry.
- Strong attention to detail and organizational skills.
- Ability to work collaboratively in a team environment.
- Good written and verbal communication skills, with a professional phone manner.
- Strong commitment to learning, development, and maintaining high standards of service.
- A proactive approach to task management and problem-solving.
What you can expect:
- Starting salary of up to £27,000
- Study and exam support toward full diploma qualification
- Generous holiday entitlement and benefits package
- Progression opportunities
..and much more!
This is an excellent opportunity for someone looking to kick-start their career in client account management within the financial services sector. If you are eager to develop your skills and contribute to a supportive, dynamic team, we encourage you to apply!
To apply, please send across your CV
About Recruit UK:
As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a UK Wealth Management Firm in Sheffield on an IFA Administrator role.
Our commitment to you
- Start every journey with a conversation to find out about you in depth.
- Provide honest feedback on where you fit in the jobs market.
- Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
- Take a holistic mindfulness approach - career happiness is rarely just about the money.
- Cover the whole of the UK with a local touch through our regional teams.
- Never pester you.
