Job Description Job Title: IFA Administrator Financial Planning / Financial Services Hybrid – 3 days office / 2 days home We are working on an exciting opportunity for an experienced IFA Administrator to join a well-established financial planning firm in Manchester. The purpose of this role is to provide comprehensive administrative and client support to Financial Advisers, ensuring the efficient processing of new and existing business while delivering a high-quality client experience. The role would suit an organised, proactive individual with strong attention to detail and a good understanding of financial planning processes. Processing new business across pensions, investments, protection and other financial products Preparing illustrations, valuations and portfolio summaries for client meetings Processing ongoing client servicing requests, including withdrawals, personal detail changes, tax and plan information and death claims Ensuring all processing is completed in line with FCA, AML, risk and compliance requirements Hybrid working – 3 days office / 2 days home ~25 days annual leave plus bank holidays ~ Birthday day off ~ Loyalty holidays with continued service ~ Christmas office closure ~ Profit Sharing Scheme ~ Pension scheme with enhanced contributions based on length of service ~ Private Medical Insurance after 12 months ~ Life Assurance ~ Long Service Awards ~ Fully funded company social events ~ Generous study and training programme Previous experience within an IFA / Financial Services Administrator role Good understanding of financial products, particularly pensions, investments and protection Experience using Intelliflo or similar back-office systems would be advantageous
Admin - Independent Financial Adviser (Ifa) in Manchester employer: Recruit UK
Join a well-established Wealth Management firm in Farnham, where you will thrive in a supportive and collaborative environment. With a focus on professional development, hybrid working options, and a comprehensive benefits package, this role as an IFA Administrator offers the perfect opportunity to enhance your skills while contributing to a client-focused service. Experience a culture that values innovation and teamwork, making it an excellent place for those eager to grow in the financial planning sector.
