IFA Administrator - #2191579

IFA Administrator

Manchester City Centre | £28,500 - £30,000 + Excellent Benefits

Looking to build your career with a modern, growing financial planning firm?

We're seeking an experienced IFA Administrator or Client Services Executive to join a collaborative team supporting advisers and clients across pensions, investments, and protection. This is a fantastic opportunity for someone with financial services administration experience who enjoys delivering outstanding client service and taking ownership of cases from start to finish.

What You'll Be Doing

• Supporting advisers with client reviews and ongoing servicing
• Processing new business applications and provider transactions
• Preparing valuations, review packs, and client documentation
• Liaising with clients, providers, and employers
• Managing pensions, investments, and protection cases
• Maintaining accurate records and ensuring compliance standards are met

What We're Looking For

• Experience within an IFA, wealth management, or financial planning environment
• Strong knowledge of pensions and investment products
• Excellent attention to detail and organisational skills
• Confident communication and relationship-building abilities
• Working towards the Level 4 Diploma is advantageous but not essential

What's On Offer?

• Salary of £28,500 - £30,000
• 8% employer pension contribution
• Death in Service, Critical Illness & Income Protection cover
• 25 days holiday, plus bank holidays and additional Christmas leave
• Support towards professional qualifications and exam bonuses
• Clear career progression opportunities
• Modern Manchester city centre office, with future hybrid-working potential

If you're a proactive financial services professional looking to join a supportive business where your development is genuinely encouraged, we'd love to hear from you. Please apply now or contact Rhyan Scott at Reed Financial Services for more information.