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Permanent

IFA Administrator

Eden Rose
Sheffield
money-bag £28000 Annual
Posted: 22 July 2026 (Today)
Closing date: 21 August 2026
Ref: 3142727073

IFA Administrator - Private Wealth - Sheffield - £28,000-£32,000Location: Sheffield (office-based) Salary: £28,000-£32,000 Role: IFA Administrator / Client Support Environment: Chartered, multi-disciplinary private wealth groupWhy This Firm Stands OutThis is a Chartered, fully independent private wealth group with a long established presence across Yorkshire. The business operates from multiple offices, combining financial planners, paraplanners, administrators, tax specialists, accountants and private client experts, giving you strong technical support and a genuinely collaborative environment.The financial planning team is close knit, highly qualified and well structured, meaning you''re surrounded by experienced colleagues across advice, tax, trusts and corporate planning. The wider group setup allows clients to benefit from joined-up wealth, tax and estate planning, making your role more varied and impactful.The culture is people focused, detail driven and service led, with long standing client relationships, strong retention and clear internal progression.Role OverviewYou''ll provide end to end administrative support across new business, client reviews, group schemes and ongoing servicing. This role is ideal for someone with strong financial services admin experience who enjoys working in a structured, professional private-wealth environment.Key ResponsibilitiesClient admin: meeting confirmations, IO/Iris updates, creating electronic client files, managing LOAs, ..... full job details .....

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