IFA Support Administrator

Description

Position: IFA Support Administrator

Location: Manchester

Salary: £26,000 – £29,000 per year

Working Hours: Full-time

We are seeking a skilled IFA Support Administrator to join a well-established Wealth Management firm in Manchester. This role is ideal for someone with experience in client-focused support within financial services, helping advisors deliver excellent service while ensuring smooth day-to-day operations.

Key Responsibilities

As part of the administration team, your main responsibilities will include:

Serving as a primary point of contact for clients and external partners.

Organising and scheduling meetings for financial advisors, ensuring client reviews happen on time.

Preparing all necessary paperwork in advance of meetings.

Following up with clients through correspondence and completing related tasks.

Maintaining and updating client records in CRM and other internal systems.

Coordinating with Head Office, administrative centres, and third-party organisations as required.

Participating in workshops and training sessions to support professional growth.

Skills & Experience Required

At least 2 years of experience working in an IFA or similar financial support role.

Proficient with Microsoft Office and multiple IT systems, including CRM and Salesforce.

Excellent organisational skills with a keen eye for detail.

Strong communication skills, both in person and over the phone.

Ability to work independently and collaboratively in a fast-paced environment.

Benefits

Company pension scheme

Flexible working hours

Hybrid working options (work from home opportunities)

About the Company

This firm is a respected Wealth Management organisation providing financial guidance to individual and corporate clients. You’ll join a supportive, professional team in a stable and dynamic office environment.

How to Apply

To apply, submit your application for the IFA Support Administrator role. For queries, contact Chloe from our Commercial team at (phone number removed).

Applicants may be required to complete a digital registration if not already registered with our agency. If you haven’t received a response within 7 days, please consider your application unsuccessful, though it may be kept on file for future opportunities.

About Regional Recruitment Services

Regional Recruitment Services Ltd is an independent, award-winning recruitment agency based in Leicester, operating since 2008. We specialise in permanent, temporary, and contract positions across Commercial, Construction, Industrial, and Engineering sectors. Explore our current vacancies across the UK at

Ad ID: 5417246780