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IFA Administrator


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Salary £23000 - £30000

Recruiter Managing This Role

IFA Administrator
£22,000 – 30,000 (depending on experience)
Monday to Friday

A growing wealth management practice are looking to add an experienced client support professional / IFA Administrator to their adviser support team. 

IFA Administrator Key Responsibilities 

  • Processing new business
  • Preparing client meeting review packs
  • Dealing with client enquiries / queries 
  • Fund switches / withdrawals 
  • Liaising with product providers
  • Providing an exemplary service to clients at all times

The role will be fully office based and you will be working out of their brand new office in South Manchester! There will be potential for the successful applicant to take on team leader responsibilities in the future and one day manage the administration team fully. 

IFA Administrator Benefits

  • Bonus up to 10% of base salary
  • Employer pension contribution 5% with member contributions of minimum of 3%
  • 25 days holidays plus bank holidays + Birthday as additional days holiday
  • Flexible working hours
  • 10 days paid sick pay
  • Healthshield scheme which covers you and any children under the age of 16

What next?

Apply today to be considered for this IFA Administrator opportunity.  If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client.  In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.

Synonyms: IFA Administrator, Client Support, Client Services, IFA Admin, financial planning, wealth management, Business Support, Financial Administrator, Financial Planning Administrator, Financial Services Administrator, Wealth Planning, Advisor Support, Adviser Support, CII, CISI, Level 4 diploma


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