IFA Admin

Location: City

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.

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