IFA Administrator – Hybrid (North West England)

About the role

The IFA Administrator will provide comprehensive administrative support to Financial Advisers, clients and colleagues, ensuring the smooth delivery of financial planning services. This hybrid position combines office‑based work with the flexibility to work from home.

Key responsibilities

• Provide high‑quality administrative support to advisers and clients.
• Process new business applications, fund switches, withdrawals and policy servicing requests.
• Maintain accurate client records and update CRM systems.
• Prepare client documentation and issue suitability packs promptly.
• Liaise with providers, clients and advisers to progress cases efficiently.
• Handle incoming enquiries via telephone, email and written correspondence.
• Support advisers with pre‑ and post‑meeting administration.
• Obtain policy information and illustrations from product providers.
• Monitor and chase outstanding business to completion.
• Assist with general office and operational administration as required.

Required profile

• Previous experience as an IFA Administrator or in a similar financial services admin role.
• Strong attention to detail and ability to work to agreed service standards.
• Excellent organisational skills and ability to manage multiple tasks.
• Effective communication skills for liaising with clients, providers and colleagues.

Required skills

What we offer

• Hybrid working – office and home flexibility.
• Employer pension contribution of 4% with salary sacrifice options.
• 28 days annual leave plus Bank Holidays, with the option to purchase up to 5 additional days.
• Group Life Cover (4 × salary) and rolling sick‑pay scheme.
• Ongoing training, development and clear long‑term career progression.