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Permanent

IFA Administrator

Sheffield
money-bag 26000.00-26000.00 Annual
3085439316
Posted 6 days ago

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 and 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 recommen

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