IFA Administrator - Manchester City Centre š Hybrid (2 days in office)Ā | š° Up to Ā£35,000 + Ā£2,000 Bonus Scheme
Are you an experienced Financial Services AdministratorĀ 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.
šThe 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
š§ Skills & Experience Required
- Minimum 5 years' experienceĀ 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)
š° Salary & Benefits
- Salary:Ā Up to Ā£35,000 (DOE)
- Bonus Scheme:Ā Company-wide, typically up to Ā£2,000
- Hybrid Working:Ā 2 days in the office, 3 from home
- Flexi-Time:Ā 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
š¬ The Process
- 1st Stage:Ā Teams interview
- 2nd Stage:Ā Face-to-face at Manchester City Centre office
