Manchester
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IFA Admin

Where

City

Type

Permanent

Salary

32500 Annual

Senior IFA Administrator - Central Manchester Location: Central Manchester (office-based) Salary: £26,000 - £32,500 (DOE) Hours: Full-time, Permanent Are you an experienced IFA Administrator looking to take the next step in your career within a Top 100 UK Financial Adviser firm? This is a fantastic opportunity to join a modern, forward-thinking wealth management practice where you'll play a key role in supporting advisers, ensuring a seamless client journey, and maintaining high service standards. You'll be part of a collaborative team of advisers, paraplanners, and administrators in a dynamic, technology-led environment all from their Manchester city centre office, just a short walk from Ancoats and Piccadilly Station. Key Responsibilities
  • Prepare and quality-check Annual Review Packs for Wealth Management clients.
  • Process client documentation accurately and efficiently.
  • Support advisers and paraplanners with the preparation of Suitability Reports.
  • Manage new business cases, transfer applications, and fee administration.
  • Liaise with clients, providers, and third parties to resolve queries promptly.
  • Maintain CRM systems and ensure compliance with FCA standards.
  • Contribute to process improvements and mentor junior team members.
Experience & Skills Required
  • Previous experience within an IFA administration or wealth management role (essential).
  • Strong working knowledge of pensions, investments, and financial products.
  • Proficiency with adviser back-office systems such as Intelligent Office or Xplan.
  • Excellent attention to detail, organisational skills, and written communication.
  • Confident, proactive, and able to prioritise effectively in a fast-paced environment.
What's On Offer
  • Competitive salary up to £32,500 (DOE)
  • Study support towards CII qualifications - including paid study materials, study leave & £500 exam pass bonus
  • Private medical insurance
  • Company pension with employer contributions
  • Regular social events & a friendly, supportive team culture
  • Modern city-centre offices with flexible shift options:
    • Mon-Thurs: 8am-4pm or 9am-5pm
    • Fri: 8am-3pm or 9am-4pm
Interested? Apply now or send your CV to for a confidential discussion.

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