Senior IFA Administrator

8 hours 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 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.



  • Manchester,, Greater Manchester, United Kingdom IDEX Consulting Ltd Full time

    Senior Pension AdministratorSalary -55,000K DOEUK WideHybrid/RemoteIDEX Consulting is working exclusively with one of the UK's leading pension consulting firms in the search for a Senior Pension Administrator in their DB schemes team. The role has arisen due to continued growth and recent external investment.This firm has an excellent staff retention...


  • Manchester, UK, Greater Manchester, United Kingdom Front Row Recruitment Full time

    Due to a number of New Business wins my client, an award winning Pension Consultancy, currently seek a talented Senior Administrator to join their friendly Defined Benefit team in Manchester.The role will involve prioritising the day to day workload of the team and assisting the Administration Manager in ensuring that the team runs smoothly. Duties will...

  • Paraplanner

    5 months ago


    Manchester,, Greater Manchester, United Kingdom Ferguson Dean Full time

    A leading regional IFA firm, a Times Top 100 firm, are looking for a technically proficient paraplanner to join their team. They have an established team of seven paraplanners at present who work with eight advisers and have a dedicated administration team. They are keen for a paraplanner who has experience of working on more complex matters such as VCT and...


  • Manchester, Greater Manchester, United Kingdom Just Childcare Full time

    A fantastic opportunity to join us for maternity cover post as our Learning & Development (L&D) Administrator!At Partou, childcare is more than just a job; it’s a journey – one where every child leads us in a unique new direction. As part of the largest childcare group in the Netherlands, we leverage world-leading research, resources, and expertise to...


  • Manchester,, Greater Manchester, United Kingdom Capilaux Aero Full time

    Job Title: Senior Project Manager/Quantity Surveyor (North)We have an exciting opportunity for a Senior Project Manager/Quantity Surveyor to join a leading, established consultancy with the unique chance to help grow our new Manchester-based office. You will bring expertise in social housing and residential projects, ideally within the North West, and play a...


  • Manchester,, Greater Manchester, United Kingdom Insight Recruitment Full time

    Job Overview:Join our dynamic team as a Operations Executive, where you’ll be at the heart of our operations, helping drive success across the business! This exciting role gives you the chance to work across multiple functions, support key business goals, and continuously improve processes. If you're detail-oriented, a great communicator, and eager to...


  • Manchester,, Greater Manchester, United Kingdom Better Placed Ltd - A Sunday Times Top 10 Employer in 2023! Full time

    My client is looking for a Senior Brand Account Manager! You will have huge amounts of autonomy, progression opportunity and work with an ambitious, hard working team. This is an office based role in Manchester Role Overview:As a Brand Manager, you will be responsible for owning and managing the strategic and operational relationship with key stakeholders,...


  • Manchester,, Greater Manchester, United Kingdom JMC Legal Recruitment Full time

    This firm is looking for a dynamic and entrepreneurial Corporate Solicitor with 6+ years PQE to join their established legal 500-ranked Corporate Department.The FirmThis Legal 500 and Chambers ranked Top Tier regional firm is highly reputable across the North West. Though they have a rich heritage dating back several decades, they remain ahead of the curve...

  • Executive Assistant

    1 month ago


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

    Executive AssistantHybrid- 50% WFH/ 50% Office BasedManchester City CentreUp to £35k DOEAre you an experienced Executive Assistant looking for a new challenge? Our client, a prestigious top 50 UK law firm, is seeking a dedicated and proactive Executive Assistant to provide crucial support to their senior team.The Role:As an Executive Assistant, you will...

  • Senior Claims Handler

    2 months ago


    Manchester,, Greater Manchester, United Kingdom MBA Full time

    Dive into the fulfilling and fast-paced world of Liability claims with one of the UK's largest teams of dedicated adjusters! Our firm provides a trailblazing blend of desk adjusting, self-service technologies, on-demand field services, and specialist services, which allows us to provide top-quality service on a scale unmatched in the industry.Role...

  • Senior Cost Consultant

    2 months ago


    Manchester,, Greater Manchester, United Kingdom Arcadis Full time

    Arcadis is the world's leading company delivering sustainable design, engineering, and consultancy solutions for natural and built assets.We are more than 36,000 people, in over 70 countries, dedicated to improving quality of life. Everyone has an important role to play. With the power of many curious minds, together we can solve the world’s most...

  • Senior Payroll Lead

    2 weeks ago


    Manchester, UK, Greater Manchester, United Kingdom Fidarsi Full time

    Fidarsi are partnering exclusively with an established Challenger Bank to hire a Senior Payroll Lead. The successful candidate will manage the bank's payroll operations and ensure the delivery of efficient and accurate payroll services. As a key player within the HR Operations team, you will work closely with HR and Finance teams, ensuring compliance...


  • Manchester,, Greater Manchester, United Kingdom Manière De Voir Full time

    We have a new opportunity for a Buying and E-commerce Assistant to join our team.About UsManière De Voir is an online fashion brand for Menswear and Womenswear, created to fulfil the need of fashion-forward enthusiasts, who desire trend-focused contemporary designs with competitive prices. We aim to deliver premium quality control, through selected...

  • Project Director

    1 month ago


    Manchester,, Greater Manchester, United Kingdom Architypes Talent Ltd Full time

    Job Title: Associate Director / Project Director – Sports & EntertainmentLocation: UK, Europe, Middle EastSector: Sports & Entertainment (Stadia, Arenas, Training Centres, Cultural Venues, Temporary Structures & Major Events)Job Description:We are seeking an experienced Associate Director / Project Director to lead and manage high-profile projects within...


  • Manchester, UK, Greater Manchester, United Kingdom deverellsmith Full time

    Senior Building Surveyor- Project management Are you interested in working for a UK property investment and management platform? Are you a qualified Building surveyor who wishes to also be more involved in the project management side? With the large amount of work in the north of England, you'll play a key role in managing high-value refurbishment and...


  • Manchester,, Greater Manchester, United Kingdom WR HVAC | MEP Full time

    Pre-Construction Manager - M&EPre-construction manager required for a design, build and maintenance business that is on a major upward trajectory. You will be responsible for managing tenders, estimators and pre-contract administrationThis is a great opportunity for a mechanically biased pre-construction manager, estimating manager, project manager, contract...


  • Greater Manchester, UK, Greater Manchester, United Kingdom Walker Sime Full time

    Senior Quantity SurveyorInfrastructure Team | ManchesterHybrid | Flexible Working Are you a Quantity Surveyor with a knack for delivering real impact? Walker Sime is looking for a Senior Quantity Surveyor to join our well-respected Infrastructure team in Manchester. Here, you'll be part of a people-focused consultancy, committed to building careers as...


  • Manchester, Greater Manchester, M1, Manchester, United Kingdom G2 Legal Limited Full time

    Private Client Solicitor (2+ years’ PQE) Location: Manchester City Centre | Flexible Working AvailableA leading nationwide Legal 500 firm is seeking an Associate Solicitor to join its highly regarded team in Central Manchester.This firm, which has a strong team structure involving senior, junior and support fee earners, is looking for an experienced...

  • Office Executive

    23 hours ago


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

    Office ExecutiveOffice basedManchesterUp to £30kWe are excited to represent a prominent Tax Advisory firm in Manchester in their search for a skilled administrative professional to join their expanding team. This position is a fantastic fit for an experienced administrator looking to work in a supportive and vibrant environment. It’s a full-time,...


  • Manchester, Greater Manchester, United Kingdom myGwork Full time

    This job is with Kennedys, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly. Kennedys is looking for a Senior Associate to support one of the catastrophic injury defendant personal injury teams in our Manchester office. We are looking for...