IFA Administrator

2 weeks ago

Sheffield, Sheffield, United Kingdom Recruit UK | Certified B Corp™ Full time

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

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