Senior IFA Administrator

20 hours ago

Manchester, United Kingdom Medlock Partners Full time

Senior IFA Administrator

Manchester (Ultra High net worth Clients)

Salary up to £38,000 (Experience dependant)

Hybrid working (3 days from home)


** 26 days holiday, you will receive an additional days leave on your Birthday, Full exam support, Death in service**


Our client are a highly progressive and buoyant Firm of Independent Financial Planners who maintain an excellent relationship for providing bespoke Financial Advice to their Clients. As a result of their continued ongoing growth and recent promotions an excellent opportunity has become available for an aspiring IFA Administrator to join their organisation. The successful candidate will be working closely with a team of Senior Paraplanners and Financial Planners to provide administrative support.


Responsibilities:



  • Processing new business, providing Client illustrations and valuations
  • Process Transfers, Top Ups, Withdrawals, Income, Contributions, Fund Switches, Bed & ISA and Protection in an accurate and timely manner and through to completion.
  • Complete all relevant Compliance associated
  • You will be responsible for supporting dedicated Advisors, which will aid an enhance the Client experience and your knowledge
  • understanding of 3rd party providers platforms and processing times
  • Managing your individual workload using personal diary system on Client Management to ensure that all tasks are completed in a timely fashion.
  • Working and liaising effectively Closely with Director’s and Advisors
  • Co-ordination of Advisers Diary, scheduling meetings etc
  • Investigate and handle any client/consultant queries
  • Manage post relating to new business cases.
  • Dealing with client/provider queries over the phone and via email.
  • Understand our internal compliance procedures and the requirements of 3rd party providers
  • Maintaining client records on back-office system
  • Cover receptionist duties such as post, phone calls, greeting clients and dealing with third party suppliers.



Medlock Partners are a professional services recruitment specialist operating across the Northwest of England. We are proud to be an equal opportunities employer and encourage applications from candidates of all backgrounds and circumstances, including minorities and those with disabilities. Please note our advertisements use years’ experience and salary levels purely as a guide. We are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role. If you do not hear from us within 48 hours, please assume that your application has been unsuccessful on this occasion.

  • Senior IFA Administrator

    4 weeks ago

    Manchester, United Kingdom fish4.co - Jobboard Full time

    Senior IFA Administrator =========================== Our client is a highly progressive and buoyant Firm of Independent Financial Planners who maintain an excellent relationship for providing bespoke Financial Advice to their Clients. As a result of their continued growth and recent promotions, an excellent opportunity has become available for an...

  • Ifa Administrator

    5 months ago

    Manchester, United Kingdom Page Personnel Full time

    IFA based in Manchester - Full time/part time **About Our Client**: As IFA Administrator, you will provide administration support for advisers, paraplanners and wider team. Day to day, your role will include: - Processing new business - Producing and sending the client annual review packs by obtaining valuations, performance information and charges...

  • IFA Administrator

    2 weeks ago

    Manchester, United Kingdom CV-Library Full time

    IFA Administrator £28-32K depending on experience Manchester City Centre    Tired of working for a large corporate & feeling unappreciated?    Wanting to progress your career but not given the opportunity?    This opportunity could be the chance to kick-start your Wealth career…. A city centre Manchester...

  • Ifa Administrator

    5 months ago

    Manchester, United Kingdom Recruit UK Full time

    Recruit UK are working on an excellent opportunity for an Employee Benefits Administrator position in Manchester to join a leading Independent Financial Advice firm. This company is a well-established, award winning, financial advisory business, based Manchester. This firm is people first working with financially vulnerable clients, developing responsible...

  • Senior IFA Administrator

    2 months ago

    Manchester, United Kingdom CV-Library Full time

    Senior IFA Administrator Manchester Salary up to £35,000 (Experience dependant)   26 days holiday, You will receive an additional days leave on your Birthday Full exam support Death in service Hybrid working (3 days from home)     Our client are a highly progressive and buoyant Firm of Independent Financial...

  • Senior IFA Administrator

    2 months ago

    Manchester, United Kingdom Medlock Partners Ltd Full time

    Senior IFA Administrator ManchesterSalary up to £35,000 (Experience dependant)   26 days holiday, You will receive an additional days leave on your BirthdayFull exam support Death in serviceHybrid working (3 days from home)   Our client are a highly progressive and buoyant Firm of Independent Financial Planners who maintain an excellent relationship...

  • Senior IFA Administrator

    3 weeks ago

    Manchester, United Kingdom CV-Library Full time

    Senior IFA Administrator Manchester (Ultra High net worth Clients) Salary up to £38,000 (Experience dependant   26 days holiday, You will receive an additional days leave on your Birthday Full exam support Death in service Hybrid working (3 days from home)     Our client are a highly progressive and buoyant Firm of...

  • Senior IFA Administrator

    3 days ago

    Manchester,, Greater Manchester, United Kingdom Medlock Partners Full time

    Senior IFA Administrator Manchester (Ultra High net worth Clients)Salary up to £38,000 (Experience dependant)Hybrid working (3 days from home) ** 26 days holiday, you will receive an additional days leave on your Birthday, Full exam support, Death in service** Our client are a highly progressive and buoyant Firm of Independent Financial Planners who...

  • Senior IFA Administrator

    2 days ago

    Manchester, United Kingdom Medlock Partners Full time

    Job Description Senior IFA Administrator Manchester (Ultra High net worth Clients) Salary up to £38,000 (Experience dependant) Hybrid working (3 days from home) ** 26 days holiday, you will receive an additional days leave on your Birthday, Full exam support, Death in service** Our client are a highly progressive and buoyant Firm of Independent...

  • Senior IFA Administrator

    2 days ago

    Manchester, United Kingdom Medlock Partners Full time

    Senior IFA Administrator Manchester (Ultra High net worth Clients)Salary up to £38,000 (Experience dependant)Hybrid working (3 days from home) ** 26 days holiday, you will receive an additional days leave on your Birthday, Full exam support, Death in service** Our client are a highly progressive and buoyant Firm of Independent Financial Planners who...

  • Senior IFA Administrator

    2 months ago

    Manchester, United Kingdom Medlock Partners Ltd Full time

    Senior IFA Administrator Manchester Salary up to £35,000 (Experience dependant) 26 days holiday, You will receive an additional days leave on your Birthday Full exam support Death in service Hybrid working (3 days from home) Our client are a highly progressive and buoyant Firm of Independent Financial Planners who maintain an excellent relationship for...

  • Senior IFA Administrator

    3 days ago

    Manchester Area, United Kingdom Medlock Partners Full time

    Senior IFA Administrator Manchester (Ultra High net worth Clients)Salary up to £38,000 (Experience dependant)Hybrid working (3 days from home) ** 26 days holiday, you will receive an additional days leave on your Birthday, Full exam support, Death in service** Our client are a highly progressive and buoyant Firm of Independent Financial Planners who...

  • Ifa Administrator

    5 months ago

    Manchester, United Kingdom Ortus PSR Full time

    The Salary Range for this role within the IFA Administration team is up to £28,000 and offers hybrid working from their Oldham office. - You will manage administrative tasks such as scheduling appointments, preparing paperwork, and organizing client files. - Communicate with clients to answer inquiries, schedule meetings, and provide updates on financial...

  • Ifa Administrator

    5 months ago

    Manchester, United Kingdom Jane Deane Recruitment Limited Full time

    An enthusiastic member is required to complement an existing team, who has at least 3 years’ experience in working in an IFA practice and a good knowledge of using Intelligent Office. To provide day-to-day support to clients and the Financial Consultants, including: - To proactively deliver a high level of technical support and excellent client service -...

  • Ifa Administrator

    6 months ago

    Manchester, United Kingdom NJR Recruitment Full time

    **IFA ADMINISTRATOR** **CENTRAL MANCHESTER - PERFECT LOCATION!** **24000 - 28000 + BENEFITS** Our Client are an established firm of Independent Financial Planners offering unique and sophisticated advice on a range of products, including Pensions & Investments. Based in a convenient location of Manchester City - right near Deansgate Train Station and on...

  • Ifa Administrator

    6 months ago

    Manchester, United Kingdom NJR Recruitment Full time

    **IFA ADMINISTRATOR** **CENTRAL MANCHESTER - PERFECT LOCATION!** **24000 - 28000 + BENEFITS** Our Client are an established firm of Independent Financial Planners offering unique and sophisticated advice on a range of products, including Pensions & Investments. Based in a convenient location of Manchester City - right near Deansgate Train Station and on...

  • Ifa Administrator

    2 months ago

    Manchester, United Kingdom Medlock Partners Ltd Full time

    Salary up to £35,000 (Experience dependant) 26 days holiday, You will receive an additional days leave on your Birthday Hybrid working (3 days from home) Our client are a highly progressive and buoyant Firm of Independent Financial Planners who maintain an excellent relationship for providing bespoke Financial Advice to their Clients. As a result of...

  • Ifa/pensions Administrator

    5 months ago

    Manchester, United Kingdom NJR Recruitment Full time

    **IFA / PENSIONS ADMINISTRATOR** **CENTRAL MANCHESTER** **SALARY IS UP TO £30,000** **NJR Recruitment are working in Partnership with a**n independent firm of actuaries who specialise in providing pension schemes for company directors, partners and their staff. Based in Manchester city centre, close to various Tram stops and train stations, our client...

  • Ifa Administrator

    5 months ago

    Manchester, United Kingdom Jane Deane Recruitment Limited Full time

    **Purpose**: The main purpose of this role is to support Consultants to provide an exceptional client journey. The role invokes building relationships with clients to ensure that they feel supported, whatever stage of their investment or financial advice journey they may be on, working closely with other teams. **Key responsibilities**: - Providing 1-2-1...

  • Ifa Administrator

    5 months ago

    Manchester, United Kingdom Jane Deane Recruitment Limited Full time

    **Purpose**: The main purpose of this role is to support Consultants to provide an exceptional client journey. The role invokes building relationships with clients to ensure that they feel supported, whatever stage of their investment or financial advice journey they may be on, working closely with other teams. **Key responsibilities**: - Providing 1-2-1...