IFA Admin

Location: Ramsbottom

Client Services Administrator Location: Bury (Full-time, Office-based)
Hours: 5 days per week Flexitime between 8am 6pm
Salary: Competitive + Bonus + Exam Support
Type: Permanent
About the Firm A growing, modern financial planning business with offices in Bury, known for its young, ambitious team and strong track record of internal development. Several administrators in the business have progressed into adviser roles, making this a great opportunity for someone who wants a long-term career path.
The firm also operates a specialist sports-focused division, supporting professional athletes with their financial planning needs.
This is an excellent environment for someone motivated, detail-driven, and keen to develop their industry qualifications.
The Opportunity The firm is seeking a Client Services Administrator to support Financial Advisers and Paraplanners. This is a key role within the business, ensuring client service runs smoothly and that all administrative processes are delivered to a high standard.
The ideal candidate will have previous experience in the financial services industry and should be confident communicating directly with both clients and product providers. Candidates who have started or wish to start CII studies will be fully supported.
Key Responsibilities Pre-Sales Support

• Prepare Engagement Letters, Letters of Authority, Client Agreements, and application forms
• Obtain valuations, quotes, and relevant policy information
• Create and maintain compliant client files

Client & Adviser Support

• Provide updated valuations and information ahead of client meetings
• Prepare background materials for Advisers
• Manage Adviser diaries, meetings, and workload planning
• Maintain accurate client records within back-office systems
• Update and maintain email distribution lists

Administrative Duties

• Handle incoming calls and greet visitors
• General filing and ad-hoc admin work
• Support Adviser teams with case progression and provider communications
• Ensure processes, systems, and compliance requirements are followed

Professional Development

• Maintain and develop personal knowledge and qualifications
• Take part in relevant training, development, and competency programmes

Key Competencies

• Quality & Accuracy: High attention to detail and a commitment to delivering excellent client service
• Communication: Clear, professional written and verbal communication
• Teamwork: Willingness to collaborate within a small, supportive team
• Planning & Organisation: Ability to prioritise tasks, manage deadlines, and stay organised
• Process Adherence: Comfortable using IT systems and following structured processes

Benefits & Package

• Competitive salary
• 7.5% annual bonus
• Full exam support, including £500 per passed exam
• 25 days holiday + additional days with length of service
• Flexitime between 8am 5pm
• Paid parking
• Pension: 3% employer / 4% employee
• Death in Service: 4x salary
• PHI: 75% to age 65 (13-week deferred period)
• Supportive, young, and progressive team culture
• Genuine progression opportunities

Recruitment Process

• Stage 1: Online interview with senior members of the team
• Stage 2: Face-to-face interview at the Ramsbottom office