Eden Rose
IFA Administrator
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Job Ref
90878
Location
21 Attercliffe Road Sheffield
Salary
£27,000 - £30,000 Per Annum
Employment Type
Permanent
Location: 21 Attercliffe Road Sheffield, South Yorkshire
Type: Permanent
Job #90878
Salary: £27,000 - £30,000 Per Annum
Technical Client Support Specialist – Sheffield
£27,000+ | Fast?paced, high?growth wealth management environment
Are you highly organised, detail?driven and confident working with data, systems and clients? Do you thrive in a busy environment where accuracy, ownership and high standards genuinely matter? If so, this role could be an exceptional fit.
A well?established wealth management firm in Sheffield is looking for a Technical Client Support Specialist to join their team. This is a rare opportunity created by an internal promotion into an Adviser role — meaning you’ll step straight into a position with real responsibility, visibility and impact.
You’ll work directly with two advisers while collaborating closely with the wider admin team, acting as the engine behind client servicing, technical preparation and case progression.
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Why this role stands out
This is not a basic admin job, it’s a high?performance technical support role where you’ll be trusted with complex work, fast-moving cases and direct client interaction. You’ll become the go?to person for accuracy, organisation and problem?solving.
If you enjoy structure, systems, data, and being the person who keeps everything running smoothly, you’ll thrive here.
What You’ll Be Doing
- Reviewing and checking suitability reports, valuations, applications and client packs
- Acting as a key point of contact for clients, providing updates and handling enquiries
- Preparing compliance documentation, illustrations, reports and application paperwork
- Managing adviser diaries, meeting prep and follow-up actions
- Submitting transactions and maintaining accurate records across multiple platforms
- Liaising with providers, platforms and clients to progress cases efficiently
- Monitoring outstanding tasks and driving 60+ live cases through to completion
- Supporting advisers with ongoing client servicing and business processing
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What We’re Looking For
- Strong experience in financial services, accounting, paraplanning or analytical roles
- Typing speed of 50+ WPM
- High proficiency in Word and Excel (formulas, data manipulation, shortcuts)
- Confidence navigating multiple systems and learning new software quickly
- Exceptional attention to detail and organisational ability
- Ability to anticipate needs, spot issues early and take ownership of solutions
- Comfortable managing a large, varied workload with accuracy
- Confident reviewing and quality?checking colleagues’ work
Benefits
- Salary from £27,000, negotiable depending on experience
- Fully funded industry exams after 12 months
- 26 days annual leave, including Christmas shutdown + bank holidays
- Private pension & Death in Service
- Casual office dress code
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