IFA Administrator
Central Manchester
Salary: £26,000 – £32,500 – Full-time, Permanent

Job Summary

A fantastic opportunity has arisen for an experienced  IFA Administrator to join a highly regarded, award-winning wealth management firm based in Central Manchester.

The company has a strong reputation for delivering high-quality financial planning and investment advice.

Key Responsibilities

• Prepare and check Annual Review packs for clients.
• Process new business, transfers, and fee administration accurately.
• Support advisers and paraplanners with client documentation and Suitability Reports.
• Handle client servicing tasks such as fund switches and withdrawals.
• Liaise with clients, providers, and third parties to resolve queries.
• Maintain accurate client records and ensure compliance with FCA requirements.
• Contribute to process improvements and mentor junior team members.

Requirements

• Experience in IFA administration or wealth management support (essential).
• Good understanding of pensions and investments.
• Ideally proficient in adviser systems such as Intelligent Office or Xplan but not essential.
• Strong organisational and communication skills.
• High attention to detail and accuracy.

Benefits

• Competitive salary (£26,000 – £32,500 DOE).
• Supportive and collaborative team culture.
• Opportunity to work towards the Diploma in Financial Planning as study support is provided.
• Office based in Central Manchester close to major transport links.

Apply today to take the next step in your financial services career.