Financial Planning Administrator
 Pensions and Retirement
 Cheshire
£35,000 - £37,000

Apply

IFA Admin Team Manager

Ref: 2135| Posted: 2nd Dec 2025

Eventus Recruitment are seeking an experienced IFA Admin Team Manager to join a Financial Planning business based in Sandbach, Cheshire East. This permanent, full-time IFA Administration Team Manager job offers a salary of £35,000–£37,000 and provides an excellent opportunity to lead an established administration team while supporting advisers, brokers and operational managers. Located in Sandbach, this IFA Admin Supervisor job gives the incoming person the opportunity to refine processes, support staff progression, and maintain high standards of client service. Benefits include a company pension (3% employer, 5% employee), BUPA Cashback Scheme, 24 days holiday plus bank holidays, free on-site parking, flexible working (with 10–4 core hours) and regular staff events

Job Responsibilities

In this IFA Admin Team Manager job, you will oversee administrative workflows and ensure the smooth daily running of a busy Financial Planning office. Responsibilities include:

  • Overseeing and supporting a small team of administrators, ensuring efficient and timely daily workflow.
  • Monitoring attendance, managing absences, and approving holidays in line with internal policies.
  • Managing office supplies and liaising with external suppliers.
  • Supporting staff with their training needs
  • Acting as a central communication point between internal departments to maintain consistency across workflows.
  • Assisting the Directors with administrative support, compliance checks, and operational reporting.
  • Ensuring all documents and processes comply with FCA requirements.
  • Supporting Financial Advisers with administration related to financial plans, pensions, and investment business.
  • Maintaining, updating, and verifying client records within the back-office system.
  • Processing transfers, applications, servicing tasks, surrenders, fund switches, and policy amendments.
  • Supporting in the preperation of valuations, review packs, and new business documents for client meetings.
  • Overseeing the handling Letters of Authority and liaising with product providers and third parties.

Person Specification

The incoming IFA Admin Team Manager should be a highly organised IFA / Financial Planning professional with supervisory experience. Key attributes include:

  • Experience as an IFA Admin Team Manager, Senior IFA Administrator, or Financial Planning Administrator.
  • Prior experience supervising or mentoring administrative teams within an IFA or Financial Planning environment.
  • Strong understanding of FCA requirements, pensions, investments and mortgage processes.
  • Ability to manage workflows, delegate tasks, and maintain consistent team performance.
  • Excellent verbal and written communication skills when dealing with clients, advisers, brokers and providers.
  • High levels of accuracy, strong data integrity and excellent organisational skills.
  • Positive and proactive attitude, with the ability to identify improvements and support team development.
  • Ability to work independently while collaborating effectively with wider operational team.

Benefits and Rewards

This IFA Admin Team Manager job offers competitive package including the following benefits:

  • Salary £35,000 – £37,000.
  • Flexible working with core hours 10am–4pm (full-time).
  • WFH 1- 2 days per week
  • Company pension (employer 3%, employee 5%).
  • BUPA Cashback Scheme.
  • 24 days holiday per year plus bank holidays.
  • Free on-site parking.
  • Staff events and a supportive working culture.

About the Company

The hiring company is an established IFA firm firm providing independent advice across pensions, investments, savings, inheritance tax planning, protection and long-term financial planning. The business offers unbiased advice and is not tied to any one provider, allowing them to recommend suitable products tailored to client needs. Their advisers and support teams have extensive experience within the Financial Services profession, delivering personalised financial planning with a focus on clarity and long-term stability for individuals, families and business owners. The organisation is known for its friendly, collaborative culture, professional standards, and commitment to maintaining high-quality client service.

Next Steps

Apply now if your skills and experience align with this IFA Admin Team Manager job. Alternatively, if you are interested in learning about this Cheshire job opportunity, please contact Duncan McIlroy at the Eventus Recruitment Group via email at duncan.mcilroy@eventusfinance.com or phone 07950 472 004 for a confidential discussion. If this job isn't quite right for you but you are looking for a new position, please contact me at the details above for a confidential discussion on your career. The Eventus Recruitment Group are award-winning recruitment specialists operating across the UK and Ireland in the Legal, Finance and Financial Services sectors. Please note, the years’ experience and / or salary are listed in our advertisements as a guide. We are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the job. As an equal opportunities employer we welcome applications from candidates of all backgrounds and circumstances. Our privacy policy can be found on the bottom of our website.