IFA Admin

Description

IFA Administrator - Manchester City Centre Hybrid (2 days in office) Up to GBP35,000 + GBP2,000 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 GBP35,000 (DOE)

Bonus Scheme: Company-wide, typically up to GBP2,000

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

Ad ID: 5417665249