IFA Administrator

IFA Administrator

• Location: Central Manchester (office-based)
• Salary: £26,000 - £32,500
• Job Type: Full-time, Permanent

Join the team at a leading financial planning firm and play a key role in delivering first-class support within a Top 100 UK Financial Adviser firm. As an IFA Administrator, you will be part of a collaborative, forward-thinking environment where you can develop your career and contribute to clients' long-term financial success.

Day-to-day of the role:

• Prepare and quality-check Annual Review packs for our Wealth Management clients.
• Ensure timely and accurate processing of all client documentation and internal records.
• Support advisers and paraplanners in the preparation of Suitability Reports.
• Complete New Business Checklists, process Transfer Applications, and manage Fee Administration.
• Handle ad-hoc client servicing requests, fund switches, and benefit access requests efficiently.
• Liaise with clients, providers, and third parties to resolve queries and obtain information.
• Maintain an up-to-date understanding of regulatory requirements and firm procedures.
• Contribute to process improvements and share best practices within the admin team.

Required Skills & Qualifications:

• Previous experience in an IFA administration or wealth management support role is essential.
• Sound knowledge of pensions, investments, and financial services processes.
• Experience using adviser back-office systems (e.g., Intelligent Office, Xplan, or similar) and provider platforms.
• Excellent organisational skills with the ability to prioritise workloads and meet deadlines.
• High attention to detail and accuracy in data entry and documentation.
• Proficient in Microsoft Office applications.
• Strong communication skills, both written and verbal.
• A proactive, professional, and team-oriented approach.

Benefits:

• Supportive, friendly working environment with a strong team ethos.
• Career progression opportunities and structured development reviews (annual and six-monthly).
• Full study support towards Chartered Insurance Institute qualifications, including paid study materials, study leave, and a £500 exam pass bonus.
• Company pension with employer contributions.
• Private medical insurance.
• Modern city-centre offices.
• Regular social events organised by our Staff Social Committee.

To apply for the IFA Administrator position, please submit your CV or contact Rhyan Scott at Reed Financial Services for more information.