IFA Administrator

Square Peg Associates; Bury; On-site; GBP 27,000 - 32,000; Full time

Job summary

A financial planning firm in Bury, England is seeking an IFA Administrator to support Financial Planners with various administrative tasks. The role requires 1-3 years of experience in financial services and knowledge of investments or pensions. Responsibilities include client management, document preparation, and using management systems to process business efficiently. The position offers a competitive salary and benefits such as study support and generous holiday allowance.

Benefits

25 days holiday + bank holidays

Pension

Study support

Qualifications

• 1-3 years’ experience in an Administrative role within a Financial Advisers or Planning firm.
• Good knowledge of investments, pensions, or life assurance.

Responsibilities

• Providing full administrative support to Financial Planners.
• Preparing engagement letters and client agreements.
• Maintaining the portfolio content for clients.
• Utilising the client management system for business processing.

Skills

Administrative support

Client management systems

Communication skills

Job description

Job Overview

My client is an Independent Financial Planning firm based in Bury, Gt Manchester.

We are seeking an IFA Administrator / Financial Planning Administrator / Technical Administrator to join the existing Administrative team. On a day‑to‑day basis, you would be responsible for supporting Financial Planners in their Administrative tasks, which will include direct contact with clients, 3rd parties and internal staff.

Responsibilities

• Providing full administrative support to a number of Financial Planners. Be the point of contact for company, client and third‑party queries when dealing with new and existing business.
• Assisting with preparation of engagement letters, change of agency letters, client agreements, and gathering essential documents like provider application forms and client policy valuations.
• Keeping all notes on the back‑office system up to date, enabling advisers and other team members to always be aware of the current situation and client updates as required.
• Setting up and processing new investments and policies for Personal and Business clients.
• Adding new clients and maintaining the portfolio content, including contributions and withdrawals plus other ad hoc details as required.
• Utilising the client management system to accurately process new and existing business, including diary management for the Financial Planners.
• Providing review and valuation documentation in relation to client reviews.
• Ensuring all documentation is scanned to paperless system and all emails are saved to the client records.
• Liaising with external parties regarding any queries (insurance companies etc.).
• Managing own workload. Prepare meeting packs for advisers.

Qualifications

We would ideally be seeking someone with 1‑3 years’ experience working within an Administrative role within a Financial Advisers / Financial Planning firm / Pensions or Investments business. Ideally with good knowledge and understanding of investments, pensions or life assurance.

Benefits

On offer is study support if you are looking to enhance your career. 25 days Holiday + BH’s, Pension.

Salary

Salary competitive and negotiable dependent upon your experience. £27‑32k pa.

Join the Team

Join this dynamic team and contribute to the continued growth! If you’re an ambitious individual with a passion for your work, we’d love to hear from you.