IFA Administrator/Paraplanner
Location: Manchester
Salary: 45,000 to 55,000 + training, progression, 8% pension, supported study, company benefits, bonus
Overview
Are you an IFA Administrator/Paraplanner looking to join a supportive and expanding firm? Do you want to be valued in a role that offers good career opportunities and the chance to teach and mentor others? On offer is an exciting role at a successful, tight‑knit Chartered Financial Planning firm known for premium service to private and corporate clients. The company is dynamic and growing, specialising in financial planning and wealth management, with nearly 50 years of commitment to professionalism, fair treatment of clients, and the highest standards.
Responsibilities
* Process new business applications, fund switches, withdrawals, and other client transactions using platforms such as Adviser Asset and FE Analytics.
* Support advisers, manage client data, and carry out general administrative and paraplanning duties.
* Conduct product research and monitor market trends.
* Prepare reports and other documentation.
Benefits
* Competitive salary (45,000 to 55,000).
* Full training, progression opportunities, and 8% pension.
* Supported study to level 4 and monetary bonuses on exam completion.
* Company benefits and bonus scheme.
* Work‑from‑home 2 days a week; Monday‑Friday 9am‑5pm.
Qualifications
* IFA Administrator or similar experience.
* Local to the office (Manchester).
Equal Opportunity Statement
We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline and will be dependent on the extent of your experience, qualifications, and skill set.
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