IFA Admin

Senior IFA Administrator - Central Manchester
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Location:

Central Manchester (office-based)
💰 Salary: £26,000 - £32,500 (DOE)
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Hours:

Full-time, Permanent
Are you an experienced IFA Administrator looking to take the next step in your career within a Top 100 UK Financial Adviser firm?
This is a fantastic opportunity to join a modern, forward-thinking wealth management practice where you'll play a key role in supporting advisers, ensuring a seamless client journey, and maintaining high service standards.
You'll be part of a collaborative team of advisers, paraplanners, and administrators in a dynamic, technology-led environment — all from their Manchester city centre office, just a short walk from Ancoats and Piccadilly Station.

🔑 Key Responsibilities
 
Prepare and quality-check Annual Review Packs for Wealth Management clients.
Process client documentation accurately and efficiently.
Support advisers and paraplanners with the preparation of Suitability Reports.
Manage new business cases, transfer applications, and fee administration.
Liaise with clients, providers, and third parties to resolve queries promptly.
Maintain CRM systems and ensure compliance with FCA standards.
Contribute to process improvements and mentor junior team members.  ✅ Experience & Skills Required
 
Previous experience within an IFA administration or wealth management role (essential).
Strong working knowledge of pensions, investments, and financial products.
Proficiency with adviser back-office systems such as Intelligent Office or Xplan.
Excellent attention to detail, organisational skills, and written communication.
Confident, proactive, and able to prioritise effectively in a fast-paced environment.  🎁 What's On Offer
 
Competitive salary up to £32,500 (DOE)
Study support towards CII qualifications - including paid study materials, study leave & £500 exam pass bonus
Private medical insurance
Company pension with employer contributions
Regular social events & a friendly, supportive team culture
Modern city-centre offices with flexible shift options:  
Mon-Thurs: 8am-4pm or 9am-5pm
Fri: 8am-3pm or 9am-4pm    📩 Interested?
Apply now or send your CV to (email address removed) for a confidential discussion.
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