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:
* Preparing and maintaining accurate client records
* Processing new business applications and handling valuations
* Liaising with product providers and third parties
* Preparing meeting packs and supporting client review processes
* Ensuring efficient workflow and high-quality service delivery
* Regular, positive client contact
About You
To be considered, you will need:
* At least 2 years’ experience in an IFA/Financial Planning Administration role
* Strong understanding of financial planning processes and provider platforms
* Excellent organisational skills, accuracy, and the ability to prioritise
* A warm, client-focused approach and strong communication skills
* 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:
* Basic salary up to £35,000 (depending on experience)
* Discretionary annual bonus
* Hybrid working – a split between office and home
* 33 days holiday plus public holidays
* PMI
* Study support
* 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.