Administrator - Wealth Management Firm

Administrator - Wealth Management Firm

Sheffield

Up to £26,000 + Benefits

NJR Recruitment is delighted to be working with a well-regarded wealth management practice in Sheffield, who are looking to appoint an organised, proactive, and client-focused Administrator to join their team.

This is a fantastic opportunity to join a professional and supportive firm where client service always comes first.

The Role:

As an Administrator, you'll be a key part of the team, ensuring both advisers and clients receive outstanding support. Responsibilities will include:

• Acting as a first point of contact for clients, handling queries with professionalism and care
• Managing adviser diaries and scheduling client meetings
• Preparing correspondence, documentation, and client meeting packs
• Maintaining accurate client records and ensuring compliance requirements are met
• Proactively following up with clients and providers to ensure smooth processes
• Going the extra mile to deliver an exceptional client experience

About You:

We are seeking candidates who can demonstrate:

• Previous experience in a professional services environment (such as financial services, legal, or accountancy)
• Ideally, experience within a wealth management or financial planning firm (preferred but not essential)
• Excellent organisational and diary management skills
• A confident communicator with a professional telephone manner
• Strong attention to detail and a proactive, client-first approach
• Strong technology skills

What's on Offer:

• Salary up to £26,000, depending on experience
• Excellent bonus schemes
• Full-time, office-based role in Sheffield
• Supportive and collaborative working environment
• Career development opportunities within financial services
• The chance to join a highly respected firm with a strong client focus
• Company pension

This is an excellent opportunity for a professional administrator to join a growing firm where your contribution will be valued, and you'll play a key role in ensuring clients receive the highest standard of service.

For more information apply now or please contact the team at NJR Recruitment quoting NJR16096