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Permanent

Compliance Administrator

Sheffield
money-bag 27000.00-27000.00 Annual
3085444539
Posted 1 week ago

IFA Administrator Sheffield £27,000 - £30,000An 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 RoleInitially, 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 ResponsibilitiesSupporting advisers with end-to-end financial planning administrationProcessing new business and servicing existing clientsLiaising with providers for policy information, valuations, and updatesPreparing client documentation, review packs, and suitability paperworkMaintaining accurate records on CRM/back-office systemsSupporting compliance processes such as file checks, audits, and monitoring (training provided)Assisting with regulatory documentation, procedures, and reporting as experience developsAbout YouExperience in IFA / financial services administrationStrong attention to detail and a methodical approachInterest in compliance, regulation, and governance within financial planningConfident communicator with a professional approachComfortable ..... full job details .....

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