Senior IFA Admin

Description

Client Services Administrator - Wealth Management

Bolton (office-based) GBP35,000 - GBP40,000 DOE 8:30am - 4:30pm (flexible)

Are you an experienced IFA Administrator who thrives in a busy, hands-on environment where no two days are the same?

This is an exciting opportunity to join a small, high-performing financial planning firm that's growing fast and needs someone who can hit the ground running. You'll be part of a close-knit team, working directly with advisers to deliver first-class support to clients across pensions, investments and protection.

If you enjoy variety, responsibility, and being the go-to person in the office this is the role for you.

The Role

You'll take ownership of all administrative processes, supporting advisers with new business, client servicing, and reporting. This is a busy, rewarding role where attention to detail, communication skills, and initiative are key.

Key Responsibilities:

Prepare Ongoing Review Reports and New Business Reports to a high professional standard Produce valuations, meeting packs and supporting documentation for advisers Act as the first point of contact for clients - handling calls, emails, and occasional client meetings Manage CRM records, data accuracy, and compliance documentation Submit new business applications end-to-end and liaise with providers throughout the process Obtain quotes, illustrations and action Letters of Authority (LOAs) Run MI reports and assist with client onboarding Maintain up-to-date client folders, commission records and invoices Collaborate closely with advisers to ensure deadlines and service levels are met Skills & Experience Required

Minimum 3-4 years' experience in IFA / financial planning administration (essential) Confident managing multiple advisers and clients Excellent organisational and communication skills Strong attention to detail and ability to work accurately under pressure Good understanding of investments, pensions and protection administration Proficient in Microsoft Office (Word, Excel, Outlook, PDFs) Professional, proactive and reliable work ethic Comfortable in a small team and able to take initiative Salary & Benefits

Salary: GBP35,000 - GBP40,000 (flexible depending on experience) Hours: 8:30am - 4:30pm (flexible for the right person) Working Pattern: Office-based in Bolton (with potential for 1 day WFH if required) Bonus: Company-wide bonus scheme (approx. GBP2,000 per year) Development: Support for professional qualifications and career progression into Paraplanning If you're an experienced Client Services Administrator or Senior IFA Administrator looking to join a growing, people-focused business where your experience is valued and your input makes a difference this could be your next move.

Apply now or get in touch for a confidential chat.

Ad ID: 5417327663