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Ifa admin

Ardwick
Permanent
Integro Partners
£26,000 - £32,500 a year
Posted: 17h ago
Offer description

Senior IFA Administrator - Central Manchester Location: Central Manchester (office-based) Salary: £26,000 - £32,500 (DOE) Hours: Full-time, Permanent Are you an experienced IFA Administrator looking to take the next step in your career within a Top 100 UK Financial Adviser firm? This is a fantastic opportunity to join a modern, forward-thinking wealth management practice where you'll play a key role in supporting advisers, ensuring a seamless client journey, and maintaining high service standards. You'll be part of a collaborative team of advisers, paraplanners, and administrators in a dynamic, technology-led environment — all from their Manchester city centre office, just a short walk from Ancoats and Piccadilly Station. Key Responsibilities Prepare and quality-check Annual Review Packs for Wealth Management clients. Process client documentation accurately and efficiently. Support advisers and paraplanners with the preparation of Suitability Reports. Manage new business cases, transfer applications, and fee administration. Liaise with clients, providers, and third parties to resolve queries promptly. Maintain CRM systems and ensure compliance with FCA standards. Contribute to process improvements and mentor junior team members. ✅ Experience & Skills Required Previous experience within an IFA administration or wealth management role (essential). Strong working knowledge of pensions, investments, and financial products. Proficiency with adviser back-office systems such as Intelligent Office or Xplan. Excellent attention to detail, organisational skills, and written communication. Confident, proactive, and able to prioritise effectively in a fast-paced environment. What's On Offer Competitive salary up to £32,500 (DOE) Study support towards CII qualifications - including paid study materials, study leave & £500 exam pass bonus Private medical insurance Company pension with employer contributions Regular social events & a friendly, supportive team culture Modern city-centre offices with flexible shift options: Mon-Thurs: 8am-4pm or 9am-5pm Fri: 8am-3pm or 9am-4pm Interested? Apply now or send your CV to (email address removed) for a confidential discussion. IFA WealthManagement FinancialServices ManchesterJobs IFAAdministrator FinancialPlanning Recruitment

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