IFA Administrator - Recruit UK : Job Details

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 a Financial Planning 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.

This role is open to entry-level candidates as well as competent IFA Administrators looking to further their development.

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.