IFA Administrator – Central Manchester
Salary: Up to £35,000 + Bonus + Excellent Benefits
Hybrid Working (Office/Home)
A highly respected national Financial Planning firm, with a strong and long-established presence across the North West, is seeking an experienced IFA/Financial Planning Administrator to join their Manchester office. This is an excellent opportunity to become a key part of a professional, supportive team within a growing organisation.
The Role
You will provide first-class administrative support to a team of highly qualified Paraplanners and Financial Planners, ensuring the smooth processing of client business from initial instruction through to completion. This is a varied, client-focused role where relationship-building and attention to detail are essential.
Key responsibilities include:
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Preparing and maintaining accurate client records
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Processing new business applications and handling valuations
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Liaising with product providers and third parties
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Preparing meeting packs and supporting client review processes
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Ensuring efficient workflow and high-quality service delivery
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Regular, positive client contact
About You
To be considered, you will need:
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At least 2 years’ experience in an IFA/Financial Planning Administration role
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Strong understanding of financial planning processes and provider platforms
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Excellent organisational skills, accuracy, and the ability to prioritise
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A warm, client-focused approach and strong communication skills
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Enjoyment in building long-term internal and external relationships
What’s on Offer
This business is committed to supporting your development and offering an excellent working environment. The package includes:
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Basic salary up to £35,000 (depending on experience)
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Discretionary annual bonus
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Hybrid working – a split between office and home
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33 days holiday plus public holidays
- PMI
- Study support
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Opportunities for further progression within a national, reputable organisation
If you’re an experienced Financial Planning Administrator looking for a rewarding role with a forward-thinking firm, we’d love to hear from you.
Sector:
- Financial Services
- Financial Planning
