Job Title: IFA Administrator (Client Account Executive) Location: Sheffield Office-based (Mon-Fri, 9am-5pm) Salary: 23,000The experience expected from applicants, as well as additional skills and qualifications needed for this job are listed below.- 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 firms 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!
Job Title
IFA Administrator