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IFA Administrator


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Salary £24000 - £26000

Recruiter Managing This Role

IFA Administrator
Circa £26,000
Monday – Friday

An exciting opportunity has arisen for an experienced client services professional to join a highly-reputable wealth management firm just outside of Manchester. 

About the opportunity:

Sitting within the Client Services department, your role will primarily be centred around the firm’s clients – you will be their first point of contact and will be responsible for providing a first-class service throughout their journey with the business. 

About the IFA Administrator role:

  • Dealing with client/provider queries over the phone and via email.
  • Managing your individual workload using personal diary system on Client Management to ensure that all tasks are completed in a timely fashion. 
  • Issuing and chasing client Letters of Authority to providers & collating information when received.
  • Processing and monitoring new investments and pensions applications using a variety of 3rd party provider platforms

About the package / benefits:

  • Circa £26,000 salary with reviews based on experience / qualifications
  • 25 days holiday + bank holidays – increases with length of service
  • Optional health care scheme
  • 5/5 pension scheme
  • 4 x Death in Service
  • Exam funding/study support 

If you are interested in the opportunity and believe you have the necessary experience, please get in touch or apply online.


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Application For IFA Administrator