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Senior IFA Administrator

Job description

My client is current looking for an experienced Senior IFA Administrator to join their team in central Manchester.

The role

  • Support and provide a full administration service to the Advisors and Head of Wealth Planning in researching the client's needs and developing appropriate recommendations
  • Proactively completing research and analysis of the client case and of the market of solutions
  • Drafting high quality advice suitability recommendations

Other tasks include dealing with

  • Valuations
  • Information gathering
  • Salesforce management
  • AML
  • HNW certificates
  • Produce and collate all the relevant pre-meeting paperwork
  • Prepare and process all new business applications and documentation
  • Ensure that all fees/invoices are checked, sent and chased as required
  • Follow through all business processing to completion, closely monitoring the progression of each case while ensuring the pod and the clients are kept fully informed
  • Trade reconciliation
  • Payments
  • Initial client onboarding
  • Invoices
  • Custodian report data gathering
  • LOAs/chasing information


  • Good knowledge of HNW and ultra HNW clients and their families and trusts
  • Strong financial planning understanding of markets
  • Should be or be working to level 4 diploma level qualification
  • Excellent administrative skills, with an eye for detail ensuring a high level of accuracy in all areas of work
  • Strong communication
  • Strong understanding of policies, systems and processes
  • Good task management and basic project skills to provide strong coordination
  • Professionalism - self driven development of technical knowledge and qualifications
  • Keeping up to date on technical, legislative/regulatory changes in your respective markets to enable the proposition to develop and evolve
  • Identifying and developing solutions to provide innovative client solutions
  • Bring into the firm ideas and concepts to improve what and how we deliver for clients

Benefits include

  • 30 days holiday plus bank holidays
  • Private medical insurance - currently provided by Bupa
  • Death in service cover -8x salary
  • Employer pension contribution up to 8% depending on salary
  • Access to Enjoy Benefits Childcare scheme
  • Discretionary bonus scheme
  • Additional holiday allowance for special occasions, wedding, first day of school, graduation etc.

For more information please contact me on 07896 933622 or email

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