Eventus Recruitment are seeking a full-time permanent IFA Client Review Administrator to join a highly reputable financial planning business based in Manchester City Centre. This is an excellent opportunity for a financial services professional to develop a long-term career, with significant scope for progression into wider back-office functions. The role is office-based, with the potential for hybrid working (including remote working) in the future. You will benefit from a salary of £25,000 - £28,000 (depending on experience), 25 days holiday (plus bank holidays), excellent company pension, life assurance, critical illness and income protection benefits, and support for financial services qualifications. Working hours are 9am - 5pm, Monday to Friday.

Role Responsibilities

The successful IFA Client Review Administrator will support advisers by preparing review packs, managing client data, and ensuring compliance with FCA regulations. Daily duties will include:

• Obtaining valuations, performance data, and charges disclosures to produce and issue annual review packs to clients.
• Issuing Investment Risk Questionnaires (IRQs) and Fact Finds, and updating internal systems with client responses.
• Notifying advisers of any changes and following up with clients via email, post, or phone.
• Uploading and managing client data from received or generated work.
• Liaising with employers for updated staff data and creating annual review packs for Group Pension Plan members.
• Coordinating adviser meetings and ensuring invoicing and database updates.
• Drafting simplified Annual Review Suitability Assessment Letters using templates and client meeting notes.
• Conducting Anti-Money Laundering checks via Smartsearch.
• Answering incoming calls, greeting visitors, and managing reception/meeting room presentation.
• Managing incoming/outgoing mail and issuing Client Agreements via post or DocuSign.
• Calculating client fees.
• Developing skills over time to undertake fund switches, withdrawals, and other work supporting the advisory team.

Person Specification

The incoming IFA Client Review Administrator will possess the following skills, experience, and attributes:

• Keen eye for detail and a high level of accuracy.
• Punctual, reliable, and committed to personal development.
• Proficient in Microsoft Word and Excel.
• Strong written and verbal communication skills.
• Willingness to learn and grow within the financial planning profession.

Benefits and Rewards

The successful IFA Client Review Administrator will be rewarded with:

• Salary of £25,000 – £28,000 (depending on experience).
• 25 days holiday plus bank holidays (3 days to be taken between Christmas and New Year). Additionally, standard holiday entitlement to be increased from 2026.
• Pension – 8% of basic salary (after 3 months).
• Death in Service – 3x basic salary (after 3 months).
• Critical Illness – 1x salary (after 12 months).
• Income Protection – 75% of pre-disability salary (after 12 months).
• Career development and study support for financial services qualifications.

About the Company

This is a highly regarded and forward-thinking financial planning firm based in Manchester City Centre, dedicated to providing exceptional client service and independent financial advice. The business is committed to investing in its people, offering training, progression opportunities, and a supportive team culture. This long-established firm prides itself on its professional reputation, operational excellence, and collaborative working environment.

Next Steps

Apply now if your skills and experience align with this IFA Client Review 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