My client is currently looking for an experienced IFA Administrator to join their team in Manchester.The Role:

To provide full administrative support to Financial Planners ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards
To work closely with the aligned Financial Planners to deliver excellent client outcomes
To build relationships with clients and maintain regular contact
Maintain back-office systems and client records in line with the company policies
Request policy information from third party policy providers if applicable
Liaise with operational teams where support is provided on activities. e.g., scripts, transfers, corporate actions, static data changes, where applicable
Preparation of meeting packs and valuations (as required)
Assist investment managers in the preparation of new business pitches and presentations

To be successful in this role, you should have:

Proven experience working in the financial services industry
A strong ethic of client service
Ability to work under pressure and to prioritise work
Excellent communication skills both written and verbal, influencing and organisational skills
Ability to use judgement and reasoning to propose solutions to problems

As a colleague here you will have access to benefits that include:

Competitive salary
Private medical insurance
Life assurance
Pension contribution
Hybrid working mode
Option to purchase additional holiday
Shared parental leave

For more information please contact me on or email

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