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.

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.

• 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

• 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:
  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

• 1st Stage:
  Teams interview
• 2nd Stage:
  Face‑to‑face at Manchester City Centre office