Financial Planning administrator

mbf; Manchester; Hybrid; GBP 28,000 - 35,000; Full time

Job summary

Join a fast-growing financial planning start-up as their first hire in Manchester! This exciting role offers a unique opportunity to support client onboarding and shape the administrative function in a dynamic environment. With ambitious growth plans and strong financial backing, you'll be part of a transformational journey. Enjoy hybrid working flexibility and genuine career progression as you grow with the company. If you're highly organized, proactive, and detail-oriented, this is the perfect chance to make a significant impact from the ground level.

Benefits

Hybrid working flexibility

Genuine career progression

Competitive salary

Qualifications

• Experience as an IFA Administrator in a financial planning firm.
• Strong understanding of client onboarding and servicing processes.

Responsibilities

• Support onboarding and servicing of initial 100 clients.
• Shape the administrative function as the first hire in the Manchester office.

Skills

IFA Administration

Client Onboarding

Financial Processes

Organizational Skills

Proactivity

Attention to Detail

Independence

Adaptability in Fast-Paced Environments

Job description

This range is provided by mbf. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Senior Recruitment Professional - Financial Services

Manchester | Hybrid Working

Are you an experienced IFA Administrator looking for a unique opportunity to be part of something big?

We are working with a fast-growing Financial Planning start-up that has ambitious expansion plans over the next 24 months. With strong financial backing and a clear vision for growth, they are set to make significant acquisitions and high-profile IFA hires.

As their first hire in the Manchester office, you will play a crucial role in supporting the onboarding and servicing of their initial 100 clients. This is a rare chance to join at the ground level, shape the administrative function, and be a key part of the company’s journey as they scale rapidly.

What’s in it for you?

• Be part of an exciting start-up with a strong financial foundation and ambitious growth plans
• Hybrid working – flexibility to work both from home and the Manchester office
• Genuine career progression – grow with the company as the team expands
• Competitive salary – £28,000 - £35,000 (negotiable based on experience)

What we’re looking for:

• Experience as an IFA Administrator within a financial planning firm
• Strong understanding of client onboarding, servicing, and financial processes
• Highly organised, proactive, and detail-oriented
• Ability to work independently and thrive in a fast-paced, evolving environment

This is more than just a job – it’s an opportunity to be part of a transformational journey with a company that’s going places.

Interested? Apply now or contact us for a confidential discussion.

Seniority level

• Associate

Employment type

• Full-time

Job function

• Administrative