Eventus Recruitment are seeking a IFA Client Administrator to join a respected IFA / Financial Planning Client Administrator business based in Manchester City Centre. This is a full-time, permanent job and working hours are Monday to Friday, in an office-based environment initially, moving to hybrid working after circa 2–3 months. This job ideal for ambitious individuals looking to build a long-term career within financial planning, with fully funded study support towards the CII Diploma and clear progression prospects towards Financial Adviser / Financial Planner positions. Additional benefits include flexible working hours, 26 days holiday with Christmas closure, 5% employer pension contributions, healthcare benefits and regular social and team events.
Job Responsibilities
This IFA Client Administrator job plays a key part in supporting clients who have received compensation following life-changing injuries, ensuring their financial arrangements are structured correctly and sensitively. The incoming IFA Client Administrator will work closely with internal teams and external professionals to deliver a high standard of service at all times.
*Supporting the setup and ongoing administration of Personal Injury Trusts to protect compensation awards
*Explaining financial and administrative processes clearly and compassionately to clients
*Acting as a key point of contact for clients, solicitors and professional contacts
*Maintaining accurate records and documentation in line with compliance requirements
*Handling sensitive and confidential information with care and precision
*Identifying opportunities where additional Financial Planning services may benefit clients
*Working collaboratively with colleagues across the wider Financial Planning business
*Adhering to internal policies, procedures and regulatory standards at all times
Person Specification
This IFA Client Administrator job suits a professional with strong communication skills and a genuine interest in financial planning and client care. The hiring company is seeking someone who is empathetic, organised and motivated to progress within the financial services sector.
*Educated to GCSE level or equivalent, including Maths and English
*Previous experience within financial services, banking or financial planning (trust administration experience desirable but is by no means essential)
*Confident and professional communicator, both verbally and in writing
*Strong attention to detail with the ability to manage confidential information
*Good IT skills, including Microsoft Office and internal systems
*Well organised with the ability to prioritise workload effectively
*A supportive and collaborative approach when working with colleagues and clients
*Ambition to develop a long-term career within financial planning
Benefits and Rewards
The employer offers an extensive benefits package designed to support well-being, flexibility and career development. IFA Client Administrator job provides an excellent platform for progression within a supportive Financial Planning business.
*Salary of £30,000 – £33,000
*26 days holiday, with three days allocated for use over the Christmas period
*Christmas and New Year office closure
*Hybrid working after circa 2–3 months
*Flexible working policy with core hours of 10am to 4pm and flexible start and finish times
*Fully funded study support towards the CII Diploma
*Employer pension contributions of 5.5%
*Critical illness cover available immediately
*Death in Service benefit
*BUPA Cash Plan
*Employee Assistance Programme
*Life Works online benefits and cashback platform
*Free onsite parking
*Free eye test
*Cycle to work scheme after six months’ service
*Group strategy days including a three-course meal and entertainment
*Social events organised throughout the year
*Free breakfast once a month
About the Company
The employer is a well-established and growing Financial Planning business based in Manchester, providing specialist advice and support to clients with complex financial needs. The hiring company is known for its professional yet supportive culture, strong values and commitment to long-term client outcomes. With a focus on development, collaboration and internal progression, this Financial Planning business offers an excellent environment for a Financial Services Trust Administrator looking to grow and succeed within the financial services sector.
Next Steps
Apply now if your skills and experience align with this job. Alternatively, if you are interested in learning about this career enhancing job opportunity in Manchester City Centre please contact Duncan McIlroy at the Eventus Recruitment Group for a confidential discussion. If this job isn’t quite right for you but you are looking for a new position, please contact me at the details above for a confidential discussion on your career. The Eventus Recruitment Group are award-winning recruitment specialists operating across the UK and Ireland in the Legal, Finance and Financial Services sectors. Please note, the years’ experience and / or salary are listed in our advertisements as a guide. We are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role. As an equal opportunities employer we welcome applications from candidates of all backgrounds and circumstances. Our privacy policy can be found on the bottom of our website.