IFA Administrator

Financial Services Co-ordinator | Sheffield

A Role for an Experienced IFA Administrator Ready to Take the Next Step

An established and growing wealth management practice in Sheffield is seeking an experienced IFA Administrator / Financial Services Co-ordinator to join its expanding support team.

Salary up to £29,000 & hybrid working 3 days in the office and 2 from home.

This position plays a central role in supporting Financial Advisers and Paraplanners, ensuring clients receive a seamless, professional and highly organised service at every stage of their journey.

It would suit an individual who already has experience within investment or wealth management administration and is looking for a stable, long-term opportunity within a structured and supportive environment.

The Role

The Financial Services Co-ordinator will provide comprehensive administrative and operational support, including:

• Assisting with the preparation of annual review reports, updating back-office systems and compiling documentation
• Coordinating client communications, including review invitations and meeting confirmations
• Scheduling adviser activities and client meetings (First Appointments, Presentations and Annual Reviews) and maintaining accurate system records
• Supporting new business submissions, tracking applications and ensuring accurate updates
• Handling inbound and outbound queries from clients, internal teams and third-party providers
• Assisting with ongoing servicing work, including recommendation reports and withdrawal processing
• Liaising with providers regarding letters of authority, policy information, fund switches and transfers
• Contributing to operational improvements, service enhancements and compliance initiatives
• Supporting and, in time, supervising colleagues and assisting with training new team members

The role requires someone comfortable managing a high volume of work while maintaining accuracy and professionalism.

The Person

The successful candidate will:

• Have proven Financial Services Administration experience within an IFA, investment or wealth management environment
• Possess strong compliance and regulatory awareness
• Be highly organised with the ability to prioritise effectively

The Opportunity

This is an excellent opportunity for an experienced IFA Administrator seeking a structured and professional environment where their contribution will be valued.

The firm offers stability, team collaboration and the chance to play a meaningful role within a growing advice practice.

Applications are welcomed from individuals looking to build a long-term career within financial services administration.