IFA Administrator - Central ManchesterSalary: Up to £35,000 + Bonus + Excellent BenefitsHybrid Working (Office/Home)

A highly respected national Financial Planning firm, with a strong and long-established presence across the North West, is seeking an experienced IFA/Financial Planning Administrator to join their Manchester office. This is an excellent opportunity to become a key part of a professional, supportive team within a growing organisation.

You will provide first-class administrative support to a team of highly qualified Paraplanners and Financial Planners, ensuring the smooth processing of client business from initial instruction through to completion. This is a varied, client-focused role where relationship-building and attention to detail are essential.

Key responsibilities include:

• Preparing and maintaining accurate client records

• Processing new business applications and handling valuations

• Liaising with product providers and third parties

• Preparing meeting packs and supporting client review processes

• Ensuring efficient workflow and high-quality service delivery

• Regular, positive client contact

To be considered, you will need:

• At least 2 years’ experience in an IFA/Financial Planning Administration role

• Strong understanding of financial planning processes and provider platforms

• Excellent organisational skills, accuracy, and the ability to prioritise

• A warm, client-focused approach and strong communication skills

• Enjoyment in building long-term internal and external relationships

This business is committed to supporting your development and offering an excellent working environment. The package includes:

• Basic salary up to £35,000 (depending on experience)

• Discretionary annual bonus

• Hybrid working - a split between office and home

• 33 days holiday plus public holidays

• PMI
• Study support

• Opportunities for further progression within a national, reputable organisation

If you’re an experienced Financial Planning Administrator looking for a rewarding role with a forward-thinking firm, we’d love to hear from you.