IFA Administrator - NJR Recruitment : Job Details

Location: Sheffield (Hybrid working available)

IFA Administrator

£25,000 - £27,000

Hours: Full-time, Monday to Friday

NJR Recruitment is thrilled to be recruiting for a leading, award winning IFA firm who are looking for a financial planning administrator to join their team in Sheffield!

What You’ll Do:

• Provide day-to-day admin support to Financial Advisers and Paraplanners
• Prepare documentation and client packs for meetings
• Process new business and track applications to completion
• Liaise with clients and product providers
• Maintain accurate client records using CRM systems
• Assist with compliance checks and regulatory documentation

What We’re Looking For:

• Previous experience in a financial planning or wealth management admin role
• Strong organisational skills and excellent attention to detail
• Confident communicator, both written and verbal
• Committed to professional development – with a desire to move into paraplanning
• A CV that demonstrates longevity and stability in previous roles

What’s On Offer:

• Competitive salary based on experience
• Clear progression pathway into Trainee Paraplanner
• Hybrid working (3 days in office / 2 from home once fully trained)
• Support with professional qualifications (e.g. CII Diploma)
• A friendly, professional, and team-focused culture
• 27 days holiday bank holidays
• Company pension scheme and other benefits
• Enhanced Pension Scheme
• Healthcare cash plan
• Death in Service Cover

If you're ready to take the next step in your financial services career and want a role with long-term prospects, we’d love to hear from you.

Apply now or contact NJR Recruitment quoting NJR15980