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Location: Manchester (Hybrid)Salary: £26,000 - £32,000 (Negotiable) + Benefits
A highly regarded and award-winning financial planning firm in Manchester is seeking an Experienced IFA Administrator to join its team. This firm has been recognised as one of the top financial advisers in the UK and offers a professional and collaborative working environment.
Role OverviewThe successful candidate will play a key role in supporting financial advisers and ensuring the efficient administration of client accounts. Responsibilities will include:
- Processing new business applications and ensuring accurate administration of financial products
- Providing high-quality client servicing and maintaining strong client relationships
- Managing documents and ensuring compliance with industry regulations
- Maintaining accurate client records and handling data entry tasks
- Processing business transactions efficiently across multiple provider platforms
The ideal candidate will have:
- Previous experience in financial planning administration
- Knowledge of financial products, investment planning, and retirement planning
- Experience processing business on provider platforms
- Strong attention to detail and excellent organisational skills
- Exceptional communication and customer service abilities
- Proficiency in Microsoft Office
- The ability to work independently and prioritise workloads effectively
- Competitive salary (£26,000 - £32,000, negotiable)
- Hybrid working arrangements
- A supportive and professional work environment
- Opportunities for career development
- Employee benefits package
This is an excellent opportunity for an experienced IFA Administrator to join a leading financial planning firm and contribute to its continued success.
