Financial Planning Administrator
<p><strong>Job: IFA Administrator</strong></p> <p><strong>Location: Sheffield</strong></p> <p><strong>Salary: Negotiable</strong></p> <p><br /></p> <p><strong>Role Description</strong></p> <p>A modern, growing financial planning firm with an excellent reputation is looking for an experienced Wealth management administrator to join their support team. This role will suit someone who enjoys being a key point of contact for client queries relating to pensions, investments, and protection products, while also liaising with product providers.</p> <p>The position plays a crucial role in ensuring a high standard of service is delivered to both clients and internal stakeholders.</p> <p><br /></p> <p><strong>Responsibilities</strong></p> <ul> <li>Processing new business applications</li><li>Assisting Paraplanners and Advisers with the preparation of annual and tri-annual client review packs</li><li>Arranging client meetings and managing Advisers’ diaries</li><li>Completing portfolio illustration requests</li><li>Providing comprehensive back-office support</li><li>Ensuring all financial planning administration is completed in line with company procedures</li><li>Corresponding with clients in both written and verbal formats</li><li>Maintaining accurate, compliant, and well-presented client records on company systems</li></ul> <p><br /></p> <p><strong>Key Requirements</strong></p> <ul> <li>Previous experience working within a Financial Planning firm (essential)</li><li>CII Level 3 qualification in Financial Administration preferred (training support available)</li><li>Working knowledge of Intelligent Office (IO) and platform experience would be advantageous</li><li>Strong ability to manage and prioritise workloads effectively</li><li>Excellent communication, planning, and organisational skills</li><li>Strong analytical and problem-solving abilities</li></ul> <p><br /></p> <p><strong>Benefits</strong></p> <ul> <li>Professional industry exams and study supported</li><li>25 days’ holiday and ability to purchase more holiday (excluding bank holidays)</li><li>Annual salary reviews</li><li>Life assurance</li><li>Company Pension</li><li>Opportunity to develop towards Paraplanning if desired</li></ul>