Senior IFA Administrator in Manchester - NJR Recruitment

Senior IFA Administrator

Location: Central Manchester (Office-based)

Salary: £26,000 – £28,000 (dependent on experience)

Hours: Full-time, Permanent

An excellent opportunity has arisen for an experienced Senior IFA Administrator to join a well-established and highly regarded financial planning firm based in Central Manchester.

You’ll be joining a collaborative, forward-thinking environment, providing senior-level administrative support within a busy pensions and investments-focused advice business. This role offers long-term career development, exposure to complex cases, and the opportunity to support and mentor junior team members.

The Role

The Senior IFA Administrator will play a key role within the Case Evaluation function, ensuring a smooth and efficient client journey from initial enquiry through to advice. You will take ownership of core processes, maintain high service standards, and act as a knowledgeable point of support for advisers, paraplanners, and colleagues.

This is a fully office-based role, located within easy reach of Ancoats and Manchester Piccadilly.

Key Responsibilities

• Reviewing and understanding pension and plan information from multiple providers
• Liaising with pension providers to request and chase missing data
• Ensuring all required criteria is met prior to cases progressing to advice
• Maintaining accurate and compliant records throughout the client journey
• Supporting advisers and paraplanners with the preparation of advice and suitability reports
• Liaising with clients, providers, and third parties to resolve queries efficiently
• Handling inbound client enquiries where required
• Maintaining up-to-date knowledge of regulatory requirements and internal procedures
• Contributing to continuous improvement of processes and sharing best practice within the administration team

Experience & Skills Required

• Previous experience in an IFA administration or wealth management support role (essential)
• Strong working knowledge of pensions, investments, and financial services processes
• Experience using adviser back-office systems such as Intelligent Office, Xplan, or similar
• Excellent organisational skills with the ability to prioritise and meet deadlines
• High attention to detail and accuracy
• Proficient in Microsoft Office
• Confident written and verbal communication skills
• Proactive, professional, and team-focused approach

What’s on Offer

• Supportive and friendly working environment with a strong team culture
• Clear career progression and structured development reviews (6-monthly and annual)
• Full study support towards CII qualifications, including paid study materials, study leave, and a £500 exam pass bonus
• Company pension with employer contributions
• Private medical insurance
• Modern city-centre offices
• Regular staff social events

Apply today via NJR Recruitment or call quoting the reference NJR16401

Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer ‘no’ to key screening questions, we may not be able to contact you.