Eventus Recruitment are seeking a full-time permanent IFA Administrator to join a professional and friendly Financial Planning firm based in Bolton, Lancashire. This is an outstanding opportunity offering a salary of £28,000, and flexible working patterns. The successful applicant will also benefit from 25 days annual leave plus bank holidays and their birthday day off, a 5% employer pension contribution, loyalty bonus scheme, discretionary performance bonuses, fully funded social events, study support/funding and structured training support with pay rises linked to exam progression.
Role Responsibilities
This IFA Administrator job will see the successful applicant providing wide-ranging administrative support to Financial Advisers and the wider team. Key responsibilities will include:
- Supporting advisers with daily administrative tasks
- Managing client communications and scheduling review meetings
- Liaising with product providers and third parties to obtain plan information
- Preparing compliant pre-sale files including research, illustrations, and documentation
- Completing post-sale checks to ensure all client records are accurate and up to date
- Maintaining and updating client data within internal systems
- Producing portfolio valuations and processing new business and fund switches
- Ensuring the end-to-end business process is tracked and compliant
- Attending and contributing to regular team meetings
Person Specification
This IFA Administrator role in Bolton is ideal for a detail-oriented and proactive individual with financial services experience. Desired experience and skills include:
- Previous experience in an administration role within financial services
- Experience supporting Financial Advisers or within an IFA firm
- Familiarity with Financial Planning CRM systems
- High levels of organisation and attention to detail
- Strong written and verbal communication skills
- Proficient in Microsoft Office (Outlook, Word, Excel, PowerPoint)
- Ability to manage competing tasks and maintain quality under pressure
- Team-oriented with a positive and adaptable approach
Benefits and Rewards
The incoming IFA Administrator will enjoy a wide-ranging benefits package including:
- Salary of £28,000
- Flexible working patterns
- 25 days holiday per year (January–December) plus bank holidays and an additional day off for your birthday
- 9% total pension contribution (4% employee and 5% employer)
- Loyalty Bonus Scheme – a percentage of P60 earnings added to a bonus pot annually (15% of salary after year one and 10% after year two)
- Discretionary bonuses, including a targeted year-end bonus based on firm-wide performance
- Quarterly team meetings and fully funded social events, including meals out and a Christmas party
- Funded training and exam support with salary increases of £1,500 for every three diploma exams completed
- Additional discretionary attendance at the Annual Company Meeting at The O2 in London
About the Company
This thriving Financial Planning business based in Bolton, Lancashire, offers a collaborative, professional, and forward-thinking environment. The team is committed to delivering outstanding service to clients while supporting each other’s career development. With structured processes and a strong internal support system, this is a great opportunity to progress your career in financial planning administration within a dynamic and modern business.
Next Steps
Apply now if your skills and experience align with this IFA Administrator job. Alternatively, if you are interested in learning about this career enhancing 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 role. 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.