Eventus Recruitment are seeking an experienced IFA Administrator for an independent financial planning firm in Manchester, Greater Manchester. The job is full-time and permanent, Monday to Friday, paying £28,500 to £32,000 with flexible start and finish times and hybrid working of one day a week from home. It has opened because the person in it now is moving up into paraplanning, and the package includes a 6.5% employer pension, 28 days holiday plus bank holidays and funded exams, including the Diploma. It suits an IFA administrator who already knows the platforms and wants a firm that moves people into technical work on merit.

Role Responsibilities

The IFA Administrator looks after a group of advisers and their clients, and is the person the advisers rely on to get cases done properly and on time. It is a step up from a standard client services administrator job, with more of the technical work and a hand in bringing on newer colleagues. For an administrator who wants to stay in client servicing it is a senior seat, and for one who wants to go further the route is there.

Key responsibilities include:

• Running new business on the platforms from application to completion
• Processing switches, withdrawals and changes to regular payments
• Putting together review packs and valuations ahead of client meetings
• Handling portfolio rebalances and the checks that follow
• Owning client calls and seeing queries through to an answer
• Helping newer administrators get up to speed
• Supporting the advisers' corporate clients with their workplace schemes
• Gathering policy details and quotes from providers
• Preparing client paperwork and fee agreements
• Carrying out the compliance checks each new client needs
• Keeping the back-office system and client records accurate

Person Specification

This IFA Administrator job suits someone who already works in a financial planning firm and is comfortable with pensions, investments and protection. The firm would ideally like someone who can pick up a client bank and run it without being taught the products. Experience will decide where an offer sits within the salary band.

You should also be able to demonstrate the following:

• Administration experience in an IFA or wealth management firm
• A working knowledge of pensions, investments and protection
• Hands-on experience of the main investment platforms
• A well-organised approach to a busy, varied workload
• Willingness to take a query and see it through
• Confidence with Microsoft Office
• Accuracy and a careful eye for detail
• Clear communication with clients, advisers and providers
• Reliability and a team-first attitude

Diploma study is welcome but not required.

Benefits and Rewards

The IFA Administrator job is full-time and permanent, Monday to Friday, with hybrid working and a package that supports your exams and your progression.

• Salary of £28,500 to £32,000, depending on experience
• Full-time, permanent, Monday to Friday
• Flexible hours, starting between 8am and 10am and finishing between 4pm and 6pm
• Funded exams, including the Diploma
• 6.5% employer pension
• 28 days holiday plus bank holidays
• Death in service
• A route into technical work, including paraplanning

About the Company

The employer is an independent, whole of market financial planning firm in Manchester, Greater Manchester, advising private clients and businesses across the North West. It promotes from within on performance and knowledge, which is why this job is open: the current IFA Administrator is moving up into paraplanning. The firm runs on intelligent Office with up-to-date processes, so a new starter learns current systems from day one. It looks after clients over the long term rather than case by case, and the client services team works closely together, with colleagues stepping in for one another when the workload calls for 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.