Eventus Recruitment are seeking an IFA Administrator to join a directly authorised, independent financial planning firm in South Manchester. This is a full-time, permanent job paying £28,000 to £30,000, with the Level 4 Diploma fully funded, hybrid working of 3 days in the Manchester office and 2 from home, and a genuine route into paraplanning and advice. Based close to Manchester Airport this is a rare chance to join a small, owner-managed practice in South Manchester and build a long-term career, not just take an admin seat. The firm's founder came up this exact path, and wants to bring someone through the same way.
About the Role
As the incoming IFA Administrator, you'll be the right hand to the adviser, owning the administration around every client meeting and keeping the whole process running smoothly. This is a varied job with real client involvement from the start, and a clear, supported path to develop your technical knowledge and move into paraplanning over time. You'll learn directly from an experienced adviser who has done every part of this job themselves.
Key responsibilities include:
- Preparing everything the adviser needs for client meetings, from packs to up-to-date valuations
- Handling post-meeting actions and implementing the adviser's recommendations
- Gathering plan information and letters of authority from providers
- Supporting technical research and suitability reports as you train into paraplanning
- Keeping client records accurate and compliant on True Potential
- Liaising with clients and providers to keep cases moving
About You
Bringing some IFA administration expereince, you'll be organised, accurate and genuinely keen to build a career in financial planning. Just as important is the ambition to study and progress, since this job is designed to take the right person from administration through to paraplanning and, in time, advice if desired.
You should also be able to demonstrate the following:
- Some financial services or IFA administration experience
- A willingness to study towards the Level 4 Diploma
- Strong organisation and attention to detail
- Confident communication with clients and providers
- Familiarity with back-office systems
Benefits and Rewards
Alongside a salary of £28,000 to £30,000, the firm offers genuine development and the following:
- Full funding and support for the Level 4 Diploma
- Hybrid working, 3 days in the South Manchester office and 2 from home
- A genuine, supported path into paraplanning and advice
- Employer pension
- 25 days holiday plus bank holidays
About the Firm
The employer is a directly authorised, independent financial planning firm based in South Manchester, advising clients on pensions, investments and retirement planning. It's a small, owner-managed practice where the team works closely together and an administrator sees the whole client journey rather than a narrow part of it. What makes it stand out is its commitment to growing its own people: the firm's founder built their career from administrator to paraplanner to adviser, and is genuinely invested in bringing someone through the same way. For an ambitious administrator who wants to qualify and build a long-term career in financial planning, it's an excellent place to do it.
Next Steps
Apply now if your skills and experience align with this job. Alternatively, for a confidential conversation about this or other opportunities, contact Duncan McIlroy at Eventus Recruitment Group via email at duncan.mcilroy@eventusfinance.com or phone 07950 472 004. If this particular job isn't quite right but you're considering your next move, I'm always happy to have an off-the-record chat about the market.
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 at the bottom of our website.