IFA Administrator – Financial Planning Support

About the role

We are seeking an IFA Administrator to join a leading Chartered Financial Planning firm in Altrincham. You will support advisers and paraplanners who work with high‑net‑worth clients, providing back‑office administration in a hybrid, flexible environment.

Key responsibilities

• Process new business applications for pensions and investments.
• Create client illustrations and valuations.
• Use provider platforms to manage client data.
• Liaise with high‑net‑worth individuals and sports professionals.
• Manage diaries and organise consultants' schedules.

Required profile

• Proven experience as an administrator within financial planning.
• Strong knowledge of back‑office systems and provider platforms.
• Excellent communication and interpersonal skills.
• Professional, team‑oriented attitude and ability to hit the ground running.
• Willingness to undertake professional exams (supported by the firm).

Required skills

• Back Office Systems
• Provider Platforms

What we offer

• Salary up to £30,000 per year.
• Flexible working hours and hybrid working pattern.
• Support for professional qualifications.
• Dynamic, young and lively team environment.