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, 25 days holiday, and private medical insurance.
- Other info: Great career growth opportunities and fully funded company social events await you!
- Why this job: Make a real difference in clients' financial journeys while developing your skills.
- Qualifications: Experience as an IFA Administrator and strong understanding of financial products required.
The predicted salary is between 30000 - 40000 £ 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
At Pareto Financial Planning, part of K3 Advisory Group, we pride ourselves on being an exceptional employer that values our employees' growth and well-being. Our hybrid working model allows for a balanced work-life integration, while our competitive benefits package, including generous holiday allowances and a profit-sharing scheme, ensures that our team feels appreciated and motivated. With a strong focus on professional development and a supportive work culture, we are committed to providing a rewarding environment for our IFA Administrators in the vibrant city of Manchester.
StudySmarter Expert Advice🤫
We think this is how you could land IFA Administrator in Manchester
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like K3 Advisory Group. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace IFA Administrator in Manchester
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to K3 Advisory Group.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on K3 Advisory Group's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at K3 Advisory Group
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with K3 Advisory Group.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at K3 Advisory Group will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former K3 Advisory Group employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
