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- Tasks: Provide admin support to financial advisers and ensure smooth client experiences.
- Company: Dynamic wealth management firm in Manchester with a modern approach.
- Benefits: Up to £35,000 salary, £2,000 bonus, hybrid working, and flexible hours.
- Why this job: Join a supportive team and grow your career in a thriving environment.
- Qualifications: 5 years in financial planning admin and strong communication skills.
- Other info: Opportunity for professional development and a positive work culture.
The predicted salary is between 28000 - 42000 £ per year.
IFA Administrator – Manchester City Centre Hybrid (2 days in office) Up to £35,000 + £2,000 Bonus Scheme Are you an experienced Financial Services Administrator looking for a flexible, forward‐thinking firm in the heart of Manchester? This established and growing wealth management practice is seeking a confident, proactive administrator to support a team of advisers and paraplanners. With a modern approach to flexibility and a strong bonus structure, this is a fantastic opportunity for someone ready to hit the ground running in a professional, collaborative environment.The Role You\’ll provide comprehensive administrative support to a team of advisers, ensuring a seamless client experience and efficient back‐office processes. The firm has a positive, growth‐oriented culture and values individuals who can take ownership of their work.Key Responsibilities Provide full administrative support to multiple financial advisersManage new business processing, valuations, and policy administrationMaintain accurate client records on the CRM systemLiaise with clients and providers to ensure efficient case progressionPrepare review packs, illustrations, and documentation for client meetingsWork closely with paraplanners and advisers to deliver excellent client outcomesSkills & Experience Required Minimum 5 years\’ experience in financial planning administration (essential)Strong understanding of pensions, investments, and protection processesConfident communicating with clients and providersHighly organised with excellent attention to detailProactive, able to manage multiple prioritiesExperience with Intelligent Office (desirable)Salary & Benefits Salary: Up to £35,000 (DOE)Bonus Scheme: Company‐wide, typically up to £2,000Hybrid Working: 2 days in the office, 3 from homeFlexi‐Time: Option to work flexible hours (bank up to 5 hours weekly to use before or after work)Supportive team environment with ongoing growth and developmentThe Process 1st Stage: Teams interview2nd Stage: Face‐to‐face at Manchester City Centre office
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IFA Admin employer: Integro Partners
Contact Detail:
Integro Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Admin
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for an IFA Admin role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Research the company and its culture, especially their approach to flexibility and client service. Be ready to discuss how your experience aligns with their needs and how you can contribute to their growth-oriented environment.
✨Tip Number 3
Show off your skills! Bring examples of your previous work in financial planning administration to the interview. Whether it's managing client records or liaising with providers, demonstrating your expertise will set you apart from the competition.
✨Tip Number 4
Apply through our website! We make it easy for you to submit your application directly, ensuring it gets into the right hands. Plus, it shows you're serious about joining our team and ready to hit the ground running!
We think you need these skills to ace IFA Admin
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the IFA Admin role. Highlight your experience in financial planning administration and any relevant skills that match the job description. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role and how your proactive approach aligns with our positive, growth-oriented culture. Let us know what excites you about working with us!
Showcase Your Skills: In your application, be sure to showcase your organisational skills and attention to detail. Mention specific examples of how you've managed multiple priorities in previous roles. We love candidates who can take ownership of their work!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates. We can't wait to hear from you!
How to prepare for a job interview at Integro Partners
✨Know Your Stuff
Make sure you brush up on your knowledge of financial services, especially pensions, investments, and protection processes. Being able to confidently discuss these topics will show that you're not just experienced but also genuinely interested in the role.
✨Showcase Your Organisational Skills
As an IFA Administrator, being organised is key. Prepare examples from your past experience where you've successfully managed multiple priorities or streamlined processes. This will demonstrate your ability to handle the demands of the role effectively.
✨Practice Your Communication
Since you'll be liaising with clients and providers, practice articulating your thoughts clearly and confidently. Consider doing mock interviews with a friend or family member to refine your communication style and ensure you come across as approachable and professional.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the team dynamics, the company culture, or how success is measured in the role. This shows your enthusiasm for the position and helps you gauge if it’s the right fit for you.
