Job Description
IFA Administrator - Private Wealth - Sheffield - £28,000-£32,000
Location: Sheffield (office-based) Salary: £28,000-£32,000 Role: IFA Administrator / Client Support Environment: Chartered, multi-disciplinary private wealth group
Why This Firm Stands Out
This is a Chartered, fully independent private wealth group with a long established presence across Yorkshire. The business operates from multiple offices, combining financial planners, paraplanners, administrators, tax specialists, accountants and private client experts, giving you strong technical support and a genuinely collaborative environment.
The financial planning team is close knit, highly qualified and well structured, meaning you're surrounded by experienced colleagues across advice, tax, trusts and corporate planning. The wider group setup allows clients to benefit from joined-up wealth, tax and estate planning, making your role more varied and impactful.
The culture is people focused, detail driven and service led, with long standing client relationships, strong retention and clear internal progression.
Role Overview
You'll provide end to end administrative support across new business, client reviews, group schemes and ongoing servicing. This role is ideal for someone with strong financial services admin experience who enjoys working in a structured, professional private-wealth environment.
Key Responsibilities
- Client admin: meeting confirmations, IO/Iris updates, creating electronic client files, managing LOAs, liaising with clients/providers
- New business: producing illustrations, applications, fund info; processing online/paper applications; monitoring pipeline; chasing underwriting
- Client reviews: preparing pre-meeting packs, processing post-meeting actions, producing review letters
- Group schemes: monitoring existing schemes, handling renewals, setting up new schemes
- General admin: managing stationery/post, handling provider correspondence, actioning adviser/client requests
Requirements
- 3+ years financial services experience
- FCA knowledge (desirable)
- Senior admin/paraplanning exposure (desirable)
- Strong organisation, communication and accuracy
- Ability to prioritise and work to deadlines
Benefits
- Study support
- 25 days holiday + bank holidays (option to buy +5)
- Pension
- Health Cash Plan
- Life Assurance (4x salary)
- Social events & volunteering
- Staff discounts (Wills, LPAs, mortgages)
Interested?
If this role sounds of interest, apply now, or if you're exploring other opportunities within wealth management, apply now and let's have a chat.
