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Date Added: Fri 25/07/2025

IFA Administrator

Manchester, UK
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Company: MBF.

Job Type: Permanent, FullTime

Salary: £26,000 - £32,000 per annum, Negotiable

IFA Administrator - Financial PlanningLocation: Manchester (Office-based)Salary: £26,000 - £32,000 per annum (depending on experience)Job Type: Full-time, Permanent

A highly respected, Chartered Financial Planning firm based in Manchester is seeking an experienced IFA Administrator to join their expanding team. This is a rare opportunity to be part of a client-focused practice with a long-standing reputation for providing high-quality, personalised financial advice.

With Chartered status and a strong ethical foundation, the firm is committed to professionalism, continuous development, and delivering exceptional client outcomes. You’ll be joining a supportive and collaborative team at an exciting time of growth, where your contribution will be recognised and your development actively supported.

Responsibilities:
  • Accurately process new business applications across investment and pension products.

  • Manage fund switches, surrenders, income and investment withdrawals in a timely and compliant manner.

  • Prepare pre-sale documentation including quotations and illustrations.

  • Act as a point of contact for clients, providing updates and handling queries with care.

  • Liaise with product providers to obtain information on clients' existing arrangements.

  • Prepare accurate valuation reports to support client reviews and planning meetings.

  • Handle ongoing client servicing requests efficiently.

  • Maintain comprehensive client records via the back-office system.

Requirements:
  • Previous experience in a financial services administrative or support role.

  • Solid understanding of investment and pension products.

  • Familiarity with platforms such as AJ Bell, Aviva, Aberdeen Wrap, or Transact is highly desirable.

  • Proficient in Microsoft Word and Excel.

  • Excellent organisational and communication skills.

  • Strong attention to detail and ability to work both independently and within a team.

  • Working towards or holding the Diploma in Financial Planning is an advantage.

Benefits:
  • Salary of £26,000 - £32,000 (depending on experience).

  • 24 days holiday plus 3 additional days for Christmas shutdown.

  • 8% employer pension contribution (after 3 months).

  • Death in service cover (3x salary), critical illness cover (1x salary after 12 months).

  • Income protection scheme under review for Q3 2025.

  • Full support for exam study, with bonuses for passing industry exams.

  • Career progression opportunities within a values-driven, reputable firm.

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