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Junior IFA Administrator

£22,000 - £24,000
Financial Services
Sales Support/Administration
It's the age old question. How do I get experience if no one will give me a chance?

For once the answer is simple. You apply to this job.

This is one of the top regional IFA firms in the North West, if not beyond (FTAdviser would attest to that). They've long had a reputation for nurturing talent and that's what they'll do with you.

You'll join them on their administration team that supports the firm's planners and paraplanners. There's great onboarding/training so even with little or no sector experience you'll soon pick things up. And as you develop your responsibilities will grow too.

Long-term there's the chance to have your exams funded. You could follow the path of others who have gone before you and move into paraplanning. And as you grow, so will your salary.

This is also a firm that understands that people need and expect flexibility. That if you don't give people choice about where they work they assume one thing - you don't trust your staff.

Whilst you learn you'll be in the office most days - it's the best way to soak up knowledge. But as you flourish you'll have the freedom to work from home 2-3 days a week.

Not only that but they also have flexi-time. Core hours are 10-4 but you can start at 8 and finish at 4. Or start at 10 and finish at 6. As long as you do your core hours and 7.5 hours in total when you start finish is down to you.

That doesn't just mean you save money on trains/petrol. It means you get two precious commodities. One is time, time that is otherwise spent in traffic or on public transport. That can be spent on study or friends and family. The second is trust. Trust that you'll get on with your job to the best of your ability whether you're in the office or not. After all, you're a conscientious person, not someone who needs to be micro-managed.

You'll work on a team of ten administrators under a Team Leader. You'll process new business, prepare meeting packs and deal with LoAs/providers for typically 3 IFAs within your pod. But your team leader will make sure each day that no one team has too much on. You can be sure that work will be distributed elsewhere rather than you having to battle on.

Salary is to c£22,000 but that goes up to £24,000 after you've completed your probation. There's 27 days holiday. And alongside the usual pension there's a Group Life Scheme too.  


You don't need to have worked in an IFA firm before. If you've worked in a related field though - for a provider or mortgage company for example - that would be helpful.

Or you might have no relevant experience but are keen to get into financial planning. Perhaps you're a second careerist looking for that first job. Or a graduate with a financial planning degree. As long as there's something to link you to this profession then we'd like to hear from you.

Looking for a company that will open the door on your career? Click apply. If you don't have a CV just send us a way of contacting you and we can get to the CV later.

Everyone will receive a response.

Leanne Fairhurst


0161 667 0427