Job Description
Job Title: IFA Administrator (Client Account Executive)
Location: Sheffield Office-based (Mon-Fri, 9am-5pm)
Salary: £23,000 - £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:
1. Assist in the advice process by attending meetings and discussing matters with the Investment Director, Business Manager, Client Account Supervisor, Consultants, and Financial Advisers.
2. Manage and support the Report Writing Process, ensuring consistency and compliance across all clients.
3. Produce recommendation reports, conduct research, and maintain compliant client files in line with current regulations.
4. Process new business requests accurately and take ownership of tasks through to completion.
5. Contribute to the production of management information for Directors and the wider management team.
6. Ensur...