IFA Administrator – Financial Planning
Location: Manchester (Office-based)
Salary: £26,000 – £32,000 per annum (depending on experience)
Job Type: Full-time, Permanent
A highly respected, Chartered Financial Planning firm based in Manchester is seeking an experienced IFA Administrator to join their expanding team. This is a rare opportunity to be part of a client-focused practice with a long-standing reputation for providing high-quality, personalised financial advice.
With Chartered status and a strong ethical foundation, the firm is committed to professionalism, continuous development, and delivering exceptional client outcomes. You’ll be joining a supportive and collaborative team at an exciting time of growth, where your contribution will be recognised and your development actively supported.
Responsibilities:
-
Accurately process new business applications across investment and pension products.
-
Manage fund switches, surrenders, income and investment withdrawals in a timely and compliant manner.
-
Prepare pre-sale documentation including quotations and illustrations.
-
Act as a point of contact for clients, providing updates and handling queries with care.
-
Liaise with product providers to obtain information on clients' existing arrangements.
-
Prepare accurate valuation reports to support client reviews and planning meetings.
-
Handle ongoing client servicing requests efficiently.
-
Maintain comprehensive client records via the back-office system.
Requirements:
-
Previous experience in a financial services administrative or support role.
-
Solid understanding of investment and pension products.
-
Familiarity with platforms such as AJ Bell, Aviva, Aberdeen Wrap, or Transact is highly desirable.
-
Proficient in Microsoft Word and Excel.
-
Excellent organisational and communication skills.
-
Strong attention to detail and ability to work both independently and within a team.
-
Working towards or holding the Diploma in Financial Planning is an advantage.
Benefits:
-
Salary of £26,000 – £32,000 (depending on experience).
-
24 days holiday plus 3 additional days for Christmas shutdown.
-
8% employer pension contribution (after 3 months).
-
Death in service cover (3x salary), critical illness cover (1x salary after 12 months).
-
Income protection scheme under review for Q3 2025.
-
Full support for exam study, with bonuses for passing industry exams.
-
Career progression opportunities within a values-driven, reputable firm.
Sector:
- Financial Services
- Financial Planning
