Compliance Administrator

IFA Administrator

Sheffield

£27,000 - £30,000

An established and growing Independent Financial Adviser (IFA) firm in Sheffield is looking to recruit an IFA Administrator who is keen to develop their career into a Compliance-focused role over time.

This is an excellent opportunity for someone with financial services administration experience who is interested in moving away from pure client administration and building a long-term career within risk, compliance, and governance.

The Role

Initially, the role will focus on providing high-quality administrative support to Financial Advisers and the wider planning team, while gradually introducing compliance responsibilities as part of a structured development pathway.

Key Responsibilities

• Supporting advisers with end-to-end financial planning administration
• Processing new business and servicing existing clients
• Liaising with providers for policy information, valuations, and updates
• Preparing client documentation, review packs, and suitability paperwork
• Maintaining accurate records on CRM/back-office systems
• Supporting compliance processes such as file checks, audits, and monitoring (training provided)
• Assisting with regulatory documentation, procedures, and reporting as experience develops

About You

• Experience in IFA / financial services administration
• Strong attention to detail and a methodical approach
• Interest in compliance, regulation, and governance within financial planning
• Confident communicator with a professional approach
• Comfortable working with CRM and back-office systems (Intelliflo experience beneficial but not essential)
• Keen to learn and progress within the business long term

What's on Offer

• Genuinely competitive salary
• Annual bonus
• Free parking
• Ongoing training and development
• Study support towards CII Diploma
• Generous holiday allowance with the option to buy/sell days
• Flexible hours
• Company pension
• Private Health Cover
• Loads of social events

This role would suit an IFA Administrator who enjoys detail, regulation, and process, and is looking for a less client-facing, more technical career path within financial planning.

For further information please contact one of our specialist consultants quoting REF NJR16415