IFA Administrator

A directly authorised, independent financial planning firm in South Manchester is looking for an ambitious IFA Administrator to support its adviser and grow with the business. This is an IFA Administrator job with a genuine future: admin now, with a funded route into paraplanning and, in time, advice if desired.

About the firm:

This is a directly authorised, independent financial planning firm based in South Manchester, owner-managed and advising clients on pensions, investments and retirement planning. It's a small, close team, so you'd work directly with the adviser and see the whole client journey, not a slice of it. What makes this IFA Administrator job different is the development on offer: the firm's founder built their own career from IFA Administrator to paraplanner to adviser, and wants to bring someone through on the same path. The Level 4 Diploma is fully funded.

The job:

This is a hands-on IFA Administrator job with real client involvement and a funded route into paraplanning.

• Preparing everything the adviser needs for client meetings, from packs to up-to-date valuations
• Handling post-meeting actions and implementing the adviser's recommendations
• Gathering plan information and letters of authority from providers
• Supporting technical research and suitability reports as you train into paraplanning
• Keeping client records accurate and compliant on the CRM
• Liaising with clients and providers to keep cases moving

What you'll need:

• Some financial financial planning / IFA administration experience
• The ambition to qualify and grow into paraplanning and advice
• Strong organisation and attention to detail
• Confident communication with clients and providers
• A willingness to study towards the Level 4 Diploma

The Level 4 Diploma is not required to start, the appetite to work towards it is.

The package:

• Salary £28,000 to £30,000 depending on experience
• Full funding and support for the Level 4 Diploma
• Hybrid working, 3 days in the South Manchester office, 2 from home
• Genuine progression into paraplanning and advice
• 25 days holiday plus bank holidays
• Employer pension

Next steps:

Apply now if your skills and experience align with this job of IFA Administrator. 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.

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