Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support Financial Planners by managing client records and processing applications.
- Company: Reputable financial planning firm in Manchester with a strong team culture.
- Benefits: Salary up to £35,000, discretionary bonus, and hybrid working options.
- Why this job: Join a dynamic team and grow your career in financial planning.
- Qualifications: At least two years of relevant experience and excellent organisational skills.
- Other info: Great opportunities for professional growth in a supportive environment.
The predicted salary is between 28000 - 42000 £ per year.
A reputable financial planning firm in Manchester is seeking an experienced IFA Administrator to provide vital support to Financial Planners. The candidate will manage client records, process applications, and ensure efficient workflow.
The role offers a salary of up to £35,000 plus benefits, including a discretionary bonus and opportunities for professional growth within a hybrid working environment.
Candidates should have at least two years of relevant experience and strong organizational skills.
IFA/Financial Planning Administrator – Hybrid Role in Manchester employer: mbf
Contact Detail:
mbf Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA/Financial Planning Administrator – Hybrid Role in Manchester
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning sector and let them know you're on the hunt for an IFA Administrator 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 common questions for financial planning roles and practice your answers. We recommend using the STAR method (Situation, Task, Action, Result) to structure your responses and showcase your experience effectively.
✨Tip Number 3
Show off your organisational skills! During interviews, share specific examples of how you've managed client records or streamlined processes in previous roles. This will demonstrate that you’re the perfect fit for supporting Financial Planners.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace IFA/Financial Planning Administrator – Hybrid Role in Manchester
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in financial planning and administration. We want to see how your skills align with the role, so don’t be shy about showcasing your organisational prowess!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for our team. Share specific examples of how you've supported financial planners in the past and what you can bring to the table.
Showcase Your Attention to Detail: In this role, managing client records and processing applications is key. We love candidates who can demonstrate their meticulous nature, so make sure to highlight any experiences where your attention to detail made a difference.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates!
How to prepare for a job interview at mbf
✨Know Your Stuff
Make sure you brush up on your knowledge of financial planning and the specific duties of an IFA Administrator. Familiarise yourself with common processes, client record management, and application procedures. This will show the interviewers that you're not just a good fit on paper but also in practice.
✨Showcase Your Organisational Skills
Since strong organisational skills are key for this role, prepare examples from your past experience where you've successfully managed multiple tasks or projects. Use the STAR method (Situation, Task, Action, Result) to structure your responses and highlight how your skills can benefit their workflow.
✨Ask Insightful Questions
Prepare thoughtful questions about the company culture, team dynamics, and opportunities for professional growth. This not only shows your interest in the role but also helps you gauge if the firm aligns with your career aspirations. It’s a two-way street!
✨Dress the Part for Hybrid Success
Even if the role is hybrid, make sure to dress professionally for the interview. First impressions matter, and looking polished can set a positive tone. Plus, it shows that you take the opportunity seriously and respect the interviewers’ time.
