Senior IFA Administrator

2 weeks 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 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

    17 hours 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 Financial...

  • Senior IFA Administrator

    4 weeks 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...

  • 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

    6 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

    1 month 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

    6 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

    1 month 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

    17 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...

  • Senior Technical IFA Administrator

    1 month ago

    London Area, United Kingdom Capio Recruitment Full time

    Senior Technical IFA Administrator | London | Up to £45,000 + Bonus & Company BenefitsAre you an experienced member of a Financial Planning support team looking for a dynamic role supporting one of the top-performing advisers in the business? Do you thrive in fast-paced, high-pressure environments and enjoy the challenge of delivering exceptional service?...

  • Senior Technical IFA Administrator

    1 month ago

    London Area, United Kingdom Capio Recruitment Full time

    Senior Technical IFA Administrator | London | Up to £45,000 + Bonus & Company BenefitsAre you an experienced member of a Financial Planning support team looking for a dynamic role supporting one of the top-performing advisers in the business? Do you thrive in fast-paced, high-pressure environments and enjoy the challenge of delivering exceptional service?...

  • Senior IFA Administrator

    4 weeks 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

    4 weeks 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

    4 weeks 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

    4 weeks 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

    3 days ago

    Manchester, United Kingdom Medlock Partners Full time €38,000

    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

    3 days ago

    Manchester, United Kingdom Medlock Partners Full time €38,000

    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

    3 weeks ago

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

    Senior IFA AdministratorManchester (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...

  • Senior IFA Administrator

    3 weeks ago

    Manchester, United Kingdom Medlock Partners Full time

    Senior IFA AdministratorManchester (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...

  • Senior IFA Administrator

    3 weeks ago

    Manchester, United Kingdom Medlock Partners Full time

    Senior IFA AdministratorManchester (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...

  • Administrator - Independent Financial Adviser (Ifa)

    3 days ago

    Manchester, United Kingdom Medlock Partners Full time €38,000

    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 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...