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Ifa admin

Ae
£35,000 a year
Posted: 5 January
Offer description

IFA Administrator - Manchester City Centre Hybrid (2 days in office) | Up to £35,000 £2,000 Bonus Scheme Are you an experienced Financial Services Administrator looking for a flexible, forward-thinking firm in the heart of Manchester? This established and growing wealth management practice is seeking a confident, proactive administrator to support a team of advisers and paraplanners. With a modern approach to flexibility and a strong bonus structure, this is a fantastic opportunity for someone ready to hit the ground running in a professional, collaborative environment. The Role You'll provide comprehensive administrative support to a team of advisers, ensuring a seamless client experience and efficient back-office processes. The firm has a positive, growth-oriented culture and values individuals who can take ownership of their work. Key Responsibilities: * Provide full administrative support to multiple financial advisers * Manage new business processing, valuations, and policy administration * Maintain accurate client records on the CRM system * Liaise with clients and providers to ensure efficient case progression * Prepare review packs, illustrations, and documentation for client meetings * Work closely with paraplanners and advisers to deliver excellent client outcomes Skills & Experience Required * Minimum 5 years' experience in financial planning administration (essential) * Strong understanding of pensions, investments, and protection processes * Confident communicating with clients and providers * Highly organised with excellent attention to detail * Proactive, able to manage multiple priorities * Experience with Intelligent Office (desirable) Salary & Benefits * Salary: Up to £35,000 (DOE) * Bonus Scheme: Company-wide, typically up to £2,000 * Hybrid Working: 2 days in the office, 3 from home * Flexi-Time: Option to work flexible hours (bank up to 5 hours weekly to use before or after work) * Supportive team environment with ongoing growth and development The Process * 1st Stage: Teams interview * 2nd Stage: Face-to-face at Manchester City Centre office

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