Financial Services Administrator

Role: Financial Services Administrator

Location: Sheffield

Salary: £28,000 - £35,000 per annum

Hours: Monday to Friday, Full Time

We are working with a well established and growing financial services organisation with a growing network of offices, currently looking to recruit a Financial Services Administrator to join their Sheffield team.

This is an excellent opportunity for those with prior experience in financial services who enjoy a mix of administration, compliance and operational support within a collaborative and people focused environment.

The Role

You’ll play a key role in supporting both compliance and client administration activities, ensuring high standards of accuracy, regulatory adherence and client service.

Key Responsibilities as Financial Services Administrator:

• Provide end to end client administration, including meeting prep, record keeping and documentation
• Assist with audits, quality checks and adviser supervision documentation
• Process new business and manage cases through to completion
• Liaise with clients and providers, ensuring timely follow ups and accurate information
• Produce client reports, review packs, and post-meeting documentation
• Coordinate file submissions for external compliance review and track outcomes
• Support FCA and internal reporting by extracting and preparing accurate data
• Maintain compliance records, including breaches, T&C and performance metrics
• Support operational improvements, projects and data cleansing activities
• Assist with general office administration, correspondence, and team support tasks

About You

• Prior experience within financial planning or wealth management
• Strong understanding of FCA regulations
• Excellent attention to detail and organisational skills
• Strong written and verbal communication skills

What’s on Offer

• Competitive salary (£28,000 – £35,000 DOE)
• Study support for professional qualifications
• 25 days holiday + bank holidays
• Holiday purchase scheme
• Pension scheme
• Plus many more staff incentives

Apply Now

If you’re looking to join a supportive and forward thinking organisation and group where you can develop your career within financial services, we’d love to hear from you.