IFA Administrator

Eventus Recruitment are seeking a Client ServicesIFA Administrator to join a growing independent financial planning firm in Manchester, Greater Manchester. This is a full-time, permanent job, Monday to Friday, paying upto £28,000, with hybrid working of one day a week from home and flexible start and finish times. Your CII exams are funded from day one, including the Diploma, alongside a 6.5% employer pension and 27 days holiday plus bank holidays. Based in the city centre of Manchester, Greater Manchester, it is an ideal first IFA Administrator job for someone who wants a lasting career in financial services.

Role Responsibilities

The Client Services IFA Administrator joins one of the firm's small client services teams, each led by its own Team Manager, and looks after the advisers' clients from their annual review through to their day-to-day questions. The work is varied from the first week, covering private clients as well as the pension and protection schemes the firm runs for employers. As your knowledge grows, so does the job, and the firm moves administrators into more technical work as they are ready for it.

Key responsibilities include:

• Taking ownership of client calls and resolving queries directly wherever advice is not needed
• Preparing and issuing annual review packs, including valuations, performance and charges information
• Completing quarterly managed portfolio rebalances and the follow-up checks
• Issuing risk questionnaires and fact finds, updating the systems and passing changes to the adviser
• Producing annual review packs for Group Pension Plan members and servicing Group Risk policies
• Liaising with employers for updated staff data and coordinating adviser meetings
• Carrying out anti-money laundering checks and calculating client fees
• Issuing client agreements by post or DocuSign
• Processing changes of address, death claims and surrender requests
• Keeping client records and diarised tasks accurate and up to date
• Greeting visitors, managing post and keeping meeting rooms to standard

Person Specification

The firm is open to someone who is early in their career in financial services, so the IFA Administrator does not need years of experience. Administrative or client-facing experience in a financial services firm is essential, and more of it will place you towards the top of the salary band.

You should also be able to demonstrate the following:

• Administrative, customer service or client-facing experience in a financial services firm, such as mortgages, insurance or wealth management
• Strong organisation, working through tasks methodically in date order
• A proactive approach, taking ownership of queries through to resolution
• Confidence with Microsoft Word and Excel
• Accuracy and a keen eye for detail
• Clear, confident communication by phone, email and in person
• Punctuality, reliability and discretion with client information
• Eagerness to learn and progress, with an interest in CII study

Experience of intelligent Office is useful, and training is provided.

Benefits and Rewards

The Client Services IFA Administrator job is full-time and permanent, Monday to Friday, with hybrid working, flexible hours and a package built around your development.

• Salary to £28,000
• Full-time, permanent, Monday to Friday
• Flexible hours, starting between 8am and 10am and finishing between 4pm and 6pm
• Hybrid working, with one day a week of remote working and scope for more in future
• CII exams funded from day one, including the Diploma
• 6.5% employer pension
• 27 days holiday plus bank holidays
• Death in service at 3x salary
• Critical illness cover at 1x salary
• Progression into more technical work on merit

About the Company

The employer is an independent, whole of market financial planning firm in Manchester city centre, advising private clients and businesses across the North West. Progression is based on performance and knowledge, and the firm deliberately brings people in at junior level, funds their exams and moves them into more technical positions as they are ready. Client services runs in small teams, each with its own Team Manager, and the teams cover for one another so service holds across the business.

Next Steps

Apply now if your skills and experience align with this job. Alternatively, for a confidential conversation about this or other opportunities, contact Duncan McIlroy at Eventus Recruitment Group. If this particular job isn't quite right but you're considering your next move, I'm always happy to have an off-the-record chat about the market.

The Eventus Recruitment Group are award-winning recruitment specialists operating across the UK and Ireland in the Legal, Finance and Financial Services sectors. Please note, the years' experience and / or salary are listed in our advertisements as a guide. We are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role. As an equal opportunities employer we welcome applications from candidates of all backgrounds and circumstances. Our privacy policy can be found at the bottom of our website.