Sales, Retail & Customer Service

IFA Administrator

IFA Administrator

Greater Manchester (Office-Based)

£35,000 – £40,000 per annum + Quarterly Bonus + Benefits

Full-Time

Are you an experienced financial planning administrator looking for a role where your knowledge, independence, and leadership can truly make a difference? We’re working with a long-established financial advice business that is expanding its support team due to ongoing growth.

This is an excellent opportunity for someone who thrives in an office-based team environment, enjoys supporting high-net-worth clients, and wants to contribute to the development of others.

Key Responsibilities:

• Provide advanced administrative support to a team of Financial Advisers, with a focus on complex client cases and high-net-worth individuals.
• Work closely with senior members of the support function, assisting in oversight, training, and mentoring of junior staff.
• Manage end-to-end client processes including provider liaison, application handling, valuations, and post-review actions.
• Maintain detailed and compliant client records through back-office systems and platforms.
• Contribute to process improvement, team knowledge sharing, and support wider business initiatives.

✅ What We’re Looking For:

• Minimum 5 years’ experience in financial services, ideally supporting Independent Financial Advisers (IFA).
• Strong understanding of pensions, investments, and protection products, and experience handling provider correspondence.
• Excellent written and verbal communication skills, with a high attention to detail.
• Comfortable working independently with minimal supervision while being a strong team contributor.
• Holding or working toward industry qualifications (e.g. R0s or equivalent) would be advantageous but is not essential.

Interested?
If you'd like to explore this opportunity further, feel free to reach out to me directly:

Email: miraj.hussen@winsearch.uk
Phone: 07425 104180

Alternatively, apply now and I’ll be in touch to discuss next steps in confidence.

Our clients and their customers come from diverse backgrounds and so do we. We hire our people from various walks of life, each of whom make our company stronger with their talent, uniqueness, and expertise. This is what makes our company special; if you want to help us grow and take this ethos to our clients, then we cannot wait to collaborate with you!

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Many Thanks