Job Description
IFA Administrator - Financial PlanningLocation: 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.