IFA Administrator

mbf.; Lancashire; On-site; GBP 26,000 - 32,000; Full time

Job summary

A respected financial planning firm in Manchester is seeking an IFA Administrator to join their client-focused team. The role involves managing applications for investment and pension products, client interactions, and ensuring exceptional service delivery. Ideal candidates will have prior financial services experience and a thorough understanding of relevant products. Competitive salary and benefits including significant holidays and support for professional development are offered.

Benefits

24 days holiday plus 3 extra days for Christmas

8% employer pension contribution

Death in service cover

Support for exam study with bonuses

Career progression opportunities

Qualifications

• Experience in financial services administration is required.
• Familiarity with investment and pension products is essential.
• Proficiency in Microsoft Office, particularly Word and Excel.

Responsibilities

• Process new business applications in investment and pensions.
• Manage client servicing requests and maintain records.
• Act as a point of contact for clients and product providers.

Skills

Financial services administrative experience

Understanding of investment products

Organizational skills

Communication skills

Attention to detail

Education

Diploma in Financial Planning (advantage)

Tools

Microsoft Word

Microsoft Excel

AJ Bell or similar platforms

Job description

IFA Administrator - Financial PlanningLocation: Manchester (Office-based)Salary: GBP26,000 - GBP32,000 per annum (depending on experience)Job Type: Full-time, Permanent

A highly respected, Chartered Financial Planning firm based in Manchester is seeking an experienced IFA Administrator to join their expanding team. This is a rare opportunity to be part of a client-focused practice with a long-standing reputation for providing high-quality, personalised financial advice.

With Chartered status and a strong ethical foundation, the firm is committed to professionalism, continuous development, and delivering exceptional client outcomes. You'll be joining a supportive and collaborative team at an exciting time of growth, where your contribution will be recognised and your development actively supported.

Responsibilities:

• Accurately process new business applications across investment and pension products.

• Manage fund switches, surrenders, income and investment withdrawals in a timely and compliant manner.

• Prepare pre-sale documentation including quotations and illustrations.

• Act as a point of contact for clients, providing updates and handling queries with care.

• Liaise with product providers to obtain information on clients' existing arrangements.

• Prepare accurate valuation reports to support client reviews and planning meetings.

• Handle ongoing client servicing requests efficiently.

• Maintain comprehensive client records via the back-office system.

Requirements:

• Previous experience in a financial services administrative or support role.

• Solid understanding of investment and pension products.

• Familiarity with platforms such as AJ Bell, Aviva, Aberdeen Wrap, or Transact is highly desirable.

• Proficient in Microsoft Word and Excel.

• Excellent organisational and communication skills.

• Strong attention to detail and ability to work both independently and within a team.

• Working towards or holding the Diploma in Financial Planning is an advantage.

Benefits:

• Salary of GBP26,000 - GBP32,000 (depending on experience).

• 24 days holiday plus 3 additional days for Christmas shutdown.

• 8% employer pension contribution (after 3 months).

• Death in service cover (3x salary), critical illness cover (1x salary after 12 months).

• Income protection scheme under review for Q3 2025.

• Full support for exam study, with bonuses for passing industry exams.

• Career progression opportunities within a values-driven, reputable firm.