Ifa Administrator

4 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 disclosures
- Uploading client data and maintaining the back-office system ie. from work produced, statements and fact finds
- Matching commission payments in the back-office system
- Pensions administration for various group schemes and providing quotes for the group risk renewals
- Dealing with incoming queries from clients
- Arranging client meetings for advisers
- Maintaining Investment Risk Questionnaires with the system
- Adhering to FCA conduct rules

**The Successful Applicant**:
For this IFA Administrator role, you must have:

- A solid academic background ideally to degree, and a business related degree which stand out - Business, Maths, Economics, Accounting or Finance
- Experience in administration would be desirable ideally within financial services
- Strong time management skills
- Excellent attention to detail
- Willingness to learn and develop in a financial services firm
- Excellent communication skills

**What's on Offer**:
As IFA Administrator, you will get:

- £25,000-30,000
- Work from home options available - 2-3 days a week
- Company bonus scheme
- Study support with a bonus for every exam passed
- Pension contribution - 5% employer
- Death in service
- Critical illness cover
- 25 days holiday including bank holidays
- Chance to work at a growing firm with big prospects


  • IFA Administrator

    3 weeks ago


    Manchester, United Kingdom Page Personnel Full time

    We are working with a successful financial services organisation in Manchester to recruit for an IFA Administrator to join their growing administration function. Client Details This IFA business has been established for nearly 20 years, with a strong staff count and an ever growing team. They were formed with several clear goals, and continue to build...

  • IFA Administrator

    4 days ago


    Manchester, United Kingdom CV-Library Full time

    We are working with a successful financial services organisation in Manchester to recruit for an IFA Administrator to join their growing administration function. Client Details This IFA business has been established for nearly 20 years, with a strong staff count and an ever growing team. They were formed with several clear goals, and continue to build...

  • IFA Administrator

    2 weeks ago


    Manchester, United Kingdom Page Personnel Full time

    We are working with a successful financial services organisation in Manchester to recruit for an IFA Administrator to join their growing administration function. Client DetailsThis IFA business has been established for nearly 20 years, with a strong staff count and an ever growing team. They were formed with several clear goals, and continue to build their...

  • Ifa Administrator

    4 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...


  • Manchester, United Kingdom Taylor James Professional Recruitment Full time

    {"title": "Senior IFA Administrator", "content": "Key ResponsibilitiesAs a Senior IFA Administrator, you will be responsible for processing new business applications, submitting transaction and trade requests, and obtaining illustrations and product literature. You will also be required to mentor and train junior team members, prepare annual review packs,...


  • Manchester, United Kingdom Taylor James Professional Recruitment Full time

    {"title": "Senior IFA Administrator", "content": "Key ResponsibilitiesAs a Senior IFA Administrator, you will be responsible for processing new business applications, submitting transaction and trade requests, and obtaining illustrations and product literature. You will also be required to mentor and train junior team members, prepare annual review packs,...


  • Manchester, United Kingdom Heat Recruitment Ltd Full time

    A well-respected Wealth Management firm that seeks to build long-term, trusting relationships with its clients. They have a great community feel throughout the company culture, with a very friendly and professional working environment in the centre of Manchester. This is a fantastic position for a graduate, school leaver or administrator looking to develop...


  • Manchester, United Kingdom Heat Recruitment Ltd Full time

    A well-respected Wealth Management firm that seeks to build long-term, trusting relationships with its clients. They have a great community feel throughout the company culture, with a very friendly and professional working environment in the centre of Manchester.This is a fantastic position for a graduate, school leaver or administrator looking to develop a...


  • Manchester, United Kingdom CV-Library Full time

    A well-respected Wealth Management firm that seeks to build long-term, trusting relationships with its clients. They have a great community feel throughout the company culture, with a very friendly and professional working environment in the centre of Manchester. This is a fantastic position for a graduate, school leaver or administrator looking to develop...


  • Manchester, United Kingdom Taylor James Professional Recruitment Full time

    Senior IFA Administrator OpportunityWe are seeking a highly organized and experienced Senior IFA Administrator to join our client's team in Manchester. As a key member of the team, you will be responsible for providing administrative support to the financial planners and clients.Key Responsibilities:Process new business applications across key financial...


  • Manchester, United Kingdom Taylor James Professional Recruitment Full time

    Senior IFA Administrator OpportunityWe are seeking a highly organized and experienced Senior IFA Administrator to join our client's team in Manchester. As a key member of the team, you will be responsible for providing administrative support to financial planners and clients, ensuring the smooth operation of the business.Key Responsibilities:Process new...


  • Manchester, United Kingdom Taylor James Professional Recruitment Full time

    Senior IFA Administrator OpportunityWe are seeking a highly organized and experienced Senior IFA Administrator to join our client's team in Manchester. As a key member of the team, you will be responsible for providing administrative support to financial planners and clients, ensuring the smooth operation of the business.Key Responsibilities:Process new...


  • Manchester, United Kingdom Taylor James Professional Recruitment Full time

    Senior IFA Administrator OpportunityWe are seeking a highly organized and experienced Senior IFA Administrator to join our client's team in Manchester. As a key member of the team, you will be responsible for providing administrative support to financial planners and clients, ensuring the smooth operation of the business.Key Responsibilities:Process new...


  • Manchester, United Kingdom Taylor James Professional Recruitment Full time

    Senior IFA Administrator OpportunityWe are seeking a highly organized and experienced Senior IFA Administrator to join our client's team in Manchester. As a key member of the team, you will be responsible for providing administrative support to financial planners and clients, ensuring the smooth operation of the business.Key Responsibilities:Process new...


  • Manchester, United Kingdom Taylor James Professional Recruitment Full time

    Senior IFA Administrator OpportunityWe are seeking a highly organized and experienced Senior IFA Administrator to join our client's team in Manchester. As a key member of the team, you will be responsible for providing administrative support to the financial planners and clients.Key Responsibilities:Process new business applications across key financial...

  • Ifa Administrator

    3 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

    4 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...


  • Manchester, United Kingdom Medlock Partners Ltd Full time

    Senior IFA AdministratorMedlock Partners Ltd is seeking a highly skilled and organized Senior IFA Administrator to join their team. As a key member of the administration team, you will provide critical support to the financial planning team, ensuring the smooth operation of new business processing, client illustrations, and valuations.Key...


  • Manchester, United Kingdom Medlock Partners Ltd Full time

    Senior IFA AdministratorMedlock Partners Ltd is seeking a highly skilled and organized Senior IFA Administrator to join their team. As a key member of the administration team, you will provide critical support to the financial planning team, ensuring the smooth operation of new business processing, client illustrations, and valuations.Key...


  • Manchester, United Kingdom MB Fitzgerald Full time

    **Junior IFA Administrator - Entry level opportunity - Manchester - up to £20,000 plus company benefits** MBF are currently working closely with a well established firm of Chartered Financial Planners based in Manchester who are looking to recruit a Junior IFA Administrator for their team. The company are well known as one of the leading Financial...