IFA Administrator

The Eventus Recruitment Group; Lancashire; Hybrid; GBP 27,000 - 32,000; Full time

Job summary

An established financial planning firm in Manchester is seeking a full-time IFA Administrator to support Financial Planners and ensure quality client service. The role offers a competitive salary up to GBP32,000, hybrid working post-probation, and various benefits including pension contribution and exam bonuses. Ideal candidates will have experience in financial services support and knowledge of financial products.

Benefits

Competitive salary up to GBP32,000

8% pension contribution

Death in Service cover

Critical Illness Benefit

Generous holidays

Exam bonuses up to GBP100

Support for professional qualifications

Qualifications

• Strong knowledge of investment and pension products is essential.
• Previous experience in financial services support is required.
• Familiarity with relevant platforms is highly desirable.

Responsibilities

• Support Financial Planners and ensure smooth client service delivery.
• Process new business applications for financial products.
• Manage fund switches and surrenders efficiently.
• Act as a contact point for clients and respond to queries.
• Collect information on clients' existing arrangements.
• Prepare valuation reports for client reviews.
• Handle ongoing servicing requests promptly.
• Maintain accurate client records.

Skills

Previous experience in financial services support

Knowledge of investment and pension products

Proficiency in Word and Excel

Strong communication skills

Attention to detail

Organizational skills

Ability to work independently

Collaborative team player

Diploma in Financial Planning (preferably)

Education

Working towards Diploma in Financial Planning

Tools

AJ Bell

Aviva

Aberdeen Wrap

Transact

Job description

Eventus Recruitment are seeking a full-time permanent IFA Administrator to join a well-established Independent Financial Planning business based in Manchester. This is an excellent opportunity to become part of a dedicated adviser support team, working alongside experienced financial advisers. The role offers significant scope for career progression and professional development, with benefits including a competitive salary up to GBP32,000, enhanced pension contribution, Death in Service cover, Critical Illness Benefit, generous holidays, exam bonuses, and support for professional qualifications. Hybrid working will also be available post-probation.

Role Responsibilities

The successful IFA Administrator will play a vital role in supporting their Financial Planners and ensuring the smooth delivery of client services. Daily duties within this job will include:

• Accurately processing new business applications across a range of financial products and platforms.
• Managing fund switches, surrenders, income and investment withdrawals efficiently and compliantly.
• Obtaining and preparing all necessary pre-sale documentation, including quotations and illustrations.
• Acting as a point of contact for clients, providing updates and responding to queries with professionalism and care.
• Liaising with product providers to collect information on clients' existing arrangements.
• Preparing accurate and comprehensive valuation reports to support client reviews and planning meetings.
• Handling ongoing servicing requests, ensuring all client needs are met promptly and efficiently.
• Maintaining accurate client records via the back-office system.

Person Specification

Our client is seeking IFA and Financial Planning Administrators with the following qualifications, skills, and attributes:

• Previous experience in financial services support or administrative roles is essential, with a strong knowledge of investment and pension products.
• Familiarity with platforms such as AJ Bell, Aviva, Aberdeen Wrap, and Transact is highly desirable.
• The ability to use Word and Excel proficiently.
• Excellent attention to detail and organisational skills.
• Strong communication skills, both written and verbal.
• Ability to work independently and as part of a collaborative team.
• Preferably holds or is working towards the Diploma in Financial Planning.

Benefits and Rewards

The successful IFA Administrator will benefit from joining an established company committed to employee development and wellbeing, with employee benefits including:

• Salary up to GBP32,000, depending on experience.
• Working hours of 9am - 5pm, Monday to Friday.
• 8% pension contribution (after 3 months).
• Death in Service cover - 3x salary (after 3 months).
• Group Critical Illness Benefit - 1x salary (after 12 months).
• 24 days holiday, plus bank holidays, plus additional time off between Christmas and New Year without using annual leave.
• Exam bonuses of up to GBP100 per exam passed.
• Support for achieving recognised financial services qualifications.
• Hybrid working (post probation)

About the Company

This is a highly regarded Independent Financial Planning firm with Chartered status, established in 1978. The company based in Manchester City Centre has experienced substantial growth organically and through acquisitions, driven by its commitment to independent, client-focused financial advice. In addition, this Financial Planning firm offers a dynamic and supportive working environment, with a focus on employee development and career progression.

Next Steps

Apply now if your skills and experience align with this IFA Administrator job in Manchester. For further information or a confidential discussion regarding this opportunity, please contact Duncan McIlroy at Eventus Recruitment Group via email or call for a confidential discussion.

If this role isn't suitable, but you're seeking a new position, please get in touch for a confidential conversation about your career.

The Eventus Recruitment Group are award-winning recruitment specialists operating throughout the UK and Ireland within the Legal, Finance, and Financial Services sectors. As an equal opportunities employer, we welcome applications from candidates of all backgrounds and circumstances. Our privacy policy can be found on our website.