IFA Administrator

Proman

  • Manchester
  • £40,000 per year
  • Permanent
  • Full-time
  • 2 months ago
  • Apply easily
🧾 IFA Administrator📍 Greater Manchester (Office-Based)💰 £35,000 – £40,000 per annum + Quarterly Bonus + Benefits🕘 Full-TimeAre you an experienced financial planning administrator looking for a role where your knowledge, independence, and leadership can truly make a difference? We’re working with a long-established financial advice business that is expanding its support team due to ongoing growth.This is an excellent opportunity for someone who thrives in an office-based team environment, enjoys supporting high-net-worth clients, and wants to contribute to the development of others.🔊 Key Responsibilities:
  • Provide advanced administrative support to a team of Financial Advisers, with a focus on complex client cases and high-net-worth individuals.
  • Work closely with senior members of the support function, assisting in oversight, training, and mentoring of junior staff.
  • Manage end-to-end client processes including provider liaison, application handling, valuations, and post-review actions.
  • Maintain detailed and compliant client records through back-office systems and platforms.
  • Contribute to process improvement, team knowledge sharing, and support wider business initiatives.
✅ What We’re Looking For:
  • Minimum 5 years’ experience in financial services, ideally supporting Independent Financial Advisers (IFA).
  • Strong understanding of pensions, investments, and protection products, and experience handling provider correspondence.
  • Excellent written and verbal communication skills, with a high attention to detail.
  • Comfortable working independently with minimal supervision while being a strong team contributor.
  • Holding or working toward industry qualifications (e.g. R0s or equivalent) would be advantageous but is not essential.
📩 Interested?
If you'd like to explore this opportunity further, feel free to reach out to me directly:📧 Email: miraj.hussen@winsearch.uk
📞 Phone: 07425 104180Alternatively, apply now and I’ll be in touch to discuss next steps in confidence.

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