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.