IFA Admin

IFA Administrator - Manchester City Centre 📍 Hybrid (2 days in office) | 💰 Up to £35,000 + £2,000 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.

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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 £35,000 (DOE)

* Bonus Scheme:
Company-wide, typically up to £2,000

* 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