Senior IFA Administrator – Sheffield (Hybrid)

Salary: £28,000–£34,000 Hybrid Working: 2–3 days from home Firm Type: Established, supportive financial planning firm with modern systems and strong adviser relationships

A senior role with real ownership, autonomy and influence

This is an excellent opportunity for an experienced IFA Administrator who wants to step into a true senior-level role — one where you’re trusted to manage workflows, support advisers proactively, and help shape how the admin function operates.

You’ll join a respected financial planning firm in Sheffield with a friendly, collaborative culture and a strong reputation for looking after both clients and staff. If you enjoy taking the lead, improving processes and being the “go-to” person for advisers, this role will feel like a natural next step.

What you’ll be doing

You’ll take ownership of the full client servicing and administration process, ensuring advisers and clients receive a seamless, high-quality experience. Your responsibilities will include:

• Managing end-to-end client servicing, including updates, changes and general queries
• Preparing client review packs, valuations and meeting documentation
• Processing new business across pensions, investments and protection
• Handling Letters of Authority, tracking provider responses and updating systems
• Liaising with providers to obtain policy information, resolve queries and chase outstanding items
• Maintaining accurate client records across CRM and provider platforms
• Supporting advisers with meeting prep, follow-up actions and workflow management
• Acting as a senior point of contact for junior administrators
• Identifying opportunities to improve processes, templates and efficiency
• Ensuring all work meets FCA and internal compliance standards

This is a role where you’ll be trusted to manage your own workload, take initiative and keep things running smoothly.

Development & progression

Although this is a senior admin role, the firm offers genuine development opportunities, including:

• Progression into Senior Administrator Lead, Team Coordinator or Trainee Paraplanner roles
• Full exam support if you want to work towards the Diploma
• Regular training, mentoring and technical development
• Opportunities to take on more complex tasks and support paraplanners

If you prefer to remain in a senior admin role long-term, that’s supported too the firm values stability and expertise.

What they’re looking for

• Strong experience in an IFA/wealth management administration role
• Confident using Intelligent Office (IO) or similar CRM/back-office systems
• Excellent organisational skills and the ability to manage multiple adviser workflows
• High attention to detail and pride in delivering accurate, compliant work
• Strong communication skills and confidence liaising with clients and providers
• Someone proactive, reliable and comfortable taking ownership
• A team player who enjoys supporting others and improving processes

This role suits someone who wants to be a trusted, senior member of the admin team, not just process tasks.

What you’ll get in return

• £28,000–£34,000 depending on experience
• Hybrid working with 2–3 days from home
• 25 days holiday + bank holidays
• Supportive, friendly team with low staff turnover
• Modern office environment with strong systems and processes
• Full exam funding and development opportunities
• A role with genuine autonomy, trust and influence