Senior IFA Administrator

Senior IFA Administrator

Central Manchester (Office-Based)

£26,000 - £32,500 (Depending on Experience)

Full-Time Permanent

NJR Recruitment is delighted to be representing a highly successful and forward-thinking financial planning firm based in Central Manchester, recognised nationally for delivering exceptional advice and client service.

This is an excellent opportunity for an experienced IFA Administrator to step into a senior role within a collaborative, professional environment where your expertise will be valued, and your career development actively supported.

The Role

As a Senior IFA Administrator, you will play a key part in ensuring the smooth running of the firm's client journey, supporting advisers and paraplanners, and helping to maintain high service and compliance standards. You'll also mentor junior team members, contributing to a culture of shared knowledge and continuous improvement.

Key Responsibilities:

• Prepare and quality-check annual review packs for clients.
• Ensure the timely processing of client documentation and updates to internal systems.
• Support advisers and paraplanners in preparing suitability reports.
• Process new business, transfer applications, and fee administration.
• Handle ad-hoc client servicing, including fund switches and withdrawal requests.
• Liaise confidently with clients, providers, and third parties to obtain information and resolve queries.
• Contribute to process improvement initiatives and uphold compliance standards.

Experience & Skills Required

• Previous experience in IFA administration or wealth management is essential.
• Strong understanding of pensions, investments, and financial planning processes.
• Proficient with Intelligent Office, Xplan, or similar back-office systems.
• Excellent attention to detail and strong organisational skills.
• Confident communicator, both written and verbal.
• Professional, proactive, and team-focused approach.

What's on Offer

• Supportive, friendly working environment with a strong team ethos.
• Clear career progression opportunities with structured annual and six-monthly reviews.
• Full study support for Chartered Insurance Institute (CII) qualifications, including study leave and £500 exam pass bonuses.
• Company pension with employer contributions.
• Private medical insurance.
• Modern, city-centre offices.
• Regular team social events organised throughout the year.

This is a fantastic opportunity to join a well-established firm that truly values its people, offers long-term stability, and provides the tools and support to help you progress your career in financial services.

Apply today via NJR Recruitment quoting Ref: NJR16171