At a Glance
- Tasks: Support Financial Advisers with client administration and ensure smooth business processing.
- Company: Join Pareto Financial Planning, part of K3 Advisory Group, a dynamic financial services firm.
- Benefits: Enjoy hybrid working, competitive salary, generous holiday, and private medical insurance.
- Other info: Great career growth opportunities and fully funded social events await you!
- Why this job: Make a real difference in clients' financial journeys while developing your skills in a supportive environment.
- Qualifications: Experience as an IFA Administrator and strong understanding of financial products required.
The predicted salary is between 27900 - 34100 £ per year.
Pareto Financial Planning, part of K3 Advisory Group, has an opportunity for an experienced IFA Administrator to provide comprehensive administrative and client support to Financial Advisers, ensuring the efficient processing of business, high-quality client service and compliance with regulatory requirements. The role is key in delivering a seamless end-to-end client experience. This position operates on a hybrid basis, 3 days in our Manchester office and 2 days from home each week.
Key Responsibilities
- Client Support & Administration
- Letters of Authority.
- Obtaining Illustrations and preparation for Client Meetings.
- New Business Processing (all product types) and Fund Switches.
- Chasing New Business through to completion with providers.
- Follow AML Procedures and ensure all requirements are met.
- Servicing Processing, including but not limited to Basic Updates (Address, Name, Marital), Withdrawal requests, Tax information, Plan information, Death Claims.
- Intelliflo Database Management/Task Management.
- Ensuring Intelliflo Database is updated with all transactional elements of a client’s portfolio.
- Service Status and Fee Management for your Advisers clients.
- Fee and Invoice Processing.
- Provide Client Portfolio Summaries and Valuations.
- Ongoing Suitability Processing following Client Review meetings.
- Papercloud Document Management - ensuring all clients documents securely stored.
- Client Portal Management – ensuring all clients can onboard securely and assist in their queries around navigation and portal use (Client Portal launch expected 2026).
- Support workflow management to meet service level agreements (SLAs).
- Technical, Risk & Compliance
- Ensure all business processing is compliant with FCA regulations and company procedures.
- Maintain accurate and up-to-date client records.
- Provider & Third-Party Liaison
- Liaise with providers, platforms, and internal teams to progress cases.
- Obtain valuations, fund information, and policy details.
- Chase outstanding information and resolve queries efficiently.
Skills & Experience
- Previous experience in an IFA Administrator role.
- Strong understanding of financial products (pensions, investments, protection).
- Excellent organisational and time management skills.
- High attention to detail and accuracy.
- Strong communication skills (written and verbal).
- Knowledge of platforms and back-office systems (Intelliflo) desirable.
Reward Package
- Competitive Salary 35 hours per week.
- Hybrid Working (3 days Office and 2 days at Home - full time employee).
- 25 days holiday plus Bank Holidays.
- 1 x holiday - Birthday holiday.
- Loyalty holidays with continued service.
- Christmas Closure (need to retain 3 days from allowance).
- Profit Sharing Scheme.
- Perks Benefit Scheme.
- Pension (auto-enrolment, then increasing dependent on length of service).
- Private Medical Insurance (after 12 months).
- Life Assurance.
- Long Term Service Awards.
- Fully funded company social events – summer and winter.
- Generous Study/Training Program.
IFA Administrator in Manchester employer: K3 Advisory Group Careers
K3 Law is an exceptional employer for Corporate Associates, offering a dynamic work environment that fosters both professional growth and work-life balance. With a focus on mid-market M&A transactions, employees benefit from unrivalled exposure to high-profile deals, competitive salaries, and market-leading bonuses, all while being part of a supportive team in Manchester that values merit-based progression and flexible working arrangements.
StudySmarter Expert Advice🤫
We think this is how you could land IFA Administrator in Manchester
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like K3 Advisory Group Careers. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from K3 Advisory Group Careers.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like K3 Advisory Group Careers. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace IFA Administrator in Manchester
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in K3 Advisory Group Careers and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show K3 Advisory Group Careers how you can be a team player!
How to prepare for a job interview at K3 Advisory Group Careers
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with K3 Advisory Group Careers.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with K3 Advisory Group Careers's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
