Graduate IFA Administrator

Eventus Recruitment are seeking a full-time permanent Graduate IFA Administrator to join a highly reputable financial planning business based in Manchester City Centre. This is an excellent opportunity for a financial services professional to develop a long-term career, with real scope for progression into Paraplanning / Financial Adviser. This role would suit an experienced financial planning administrator or a graduate with a desire to work towards their Diploma Level 4 qualification. The role is office-based, with the potential for hybrid working (including remote working) in the future. You will benefit from a salary of £26,000 – £28,000 (depending on experience), 25 days holiday (plus bank holidays), excellent company pension, life assurance, and full support for financial services qualifications. Working hours are 9am – 5pm, Monday to Friday.

Role Responsibilities

This is a hands-on and varied Graduate IFA Administrator job, providing essential support to the Financial Advisers and ensuring the smooth running of the business:

• Managing day-to-day operations and internal processes
• Liaising with providers, compliance, and the wider support network
• Creating and maintaining systems and processes to manage the business efficiently
• Managing client communications including pre-qualification, meeting arrangements, and onboarding
• Preparing and processing documents for meetings, including fee agreements, LOAs, and post-meeting notes
• Uploading and managing client files on back-office systems
• Preparing cases for handover to paraplanners and ensuring all relevant documentation is accurate and complete
• Monitoring and tracking annual review schedules and preparing review packs

Person Specification

This Graduate IFA Administrator job would suit a proactive, confident, and organised individual who wants to develop and grow within the financial planning sector. The successful applicant will possess:

• Either previous experience in financial planning administration OR degree and desire to work towards their Diploma Level 4
• Ability to work independently and hit the ground running
• Confidence in managing operational tasks and taking ownership of responsibilities
• Excellent communication skills, especially over the phone with clients and providers

Benefits and Rewards

The successful Graduate IFA Administrator will be rewarded with:

• Salary of £26,000 – £28,000 (depending on experience).
• Clear progression pathway to Paraplanning / Adviser
• 25 days holiday plus bank holidays.
• Pension – 8% of basic salary (after 3 months).
• Death in Service – (after 3 months).
• Career development and full study support for financial services qualifications.

About the Company

This is a highly regarded and forward-thinking financial planning firm based in Manchester City Centre, dedicated to providing exceptional client service and independent financial advice. The business is committed to investing in its people, offering training, progression opportunities, and a supportive team culture. This long-established firm prides itself on its professional reputation, operational excellence, and collaborative working environment.

Next Steps

Apply now if your skills and experience align with this Graduate IFA Administrator job. Alternatively, if you are interested in learning about this career enhancing job opportunity, please contact Duncan McIlroy at the Eventus Recruitment Group for a confidential discussion.

If this job isn't quite right for you but you are looking for a new position, please contact me at the details above for a confidential discussion on your career.

The Eventus Recruitment Group are award-winning recruitment specialists operating across the UK and Ireland in the Legal, Finance and Financial Services sectors. Please note, the years’ experience and / or salary are listed in our advertisements as a guide. We are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role. As an equal opportunities employer we welcome applications from candidates of all backgrounds and circumstances. Our privacy policy can be found on the bottom of our website.