Financial Planning Administrator

Client Onboarding Administrator – Financial Planning Location: South Manchester Salary: Up to £32,000 per annum Job Type: Full-time, Permanent Working Pattern: Office-based initially, moving to hybrid working The Opportunity We are working with a growing and well-established independent financial planning firm that is looking to recruit an experienced Client Onboarding Administrator to join its team in South Manchester. This is an excellent opportunity for someone with previous IFA administration experience who enjoys working in a busy, collaborative environment and has a strong understanding of client onboarding processes. The business has a growing presence across the North West and offers a friendly, supportive working environment, flexible working hours and an attractive benefits package. The Role As a Client Onboarding Administrator, you will play an important role in ensuring clients are successfully onboarded and transferred onto the firm's systems. Your key responsibilities will include:

• Managing client onboarding and migration processes.
• Migrating and novating clients onto Intelligent Office (IO).
• Preparing and processing Letters of Authority (LOAs).
• Managing transfer of agency requests and novation processes.
• Liaising with product providers to ensure the smooth transfer of client information and servicing arrangements.
• Maintaining accurate client records and spreadsheets.
• Working closely with colleagues to ensure onboarding processes are completed accurately and efficiently.
• Ensuring all administration is carried out in line with internal procedures and regulatory requirements. About You We are looking for someone who has previous experience working within an IFA or financial planning environment and understands the importance of accuracy, organisation and excellent client service. The ideal candidate will have:
• A minimum of 12 months' experience within an IFA or financial planning business.
• Strong experience using Intelligent Office (IO) – essential.
• Previous experience with client onboarding, novations or transfer of agency processes.
• Experience dealing directly with product providers.
• Strong Microsoft Excel and general spreadsheet skills.
• Excellent organisational and prioritisation abilities.
• High attention to detail and accuracy.
• A positive, proactive approach and the ability to work effectively within a team. Salary & Benefits The successful candidate will receive:
• Salary up to £32,000, depending on experience.
• 25 days' annual leave.
• Additional holiday entitlement linked to length of service.
• Hybrid working – one day per week from home once established in the role.
• Flexible start and finish times.
• Free on-site parking.
• Company pension scheme.
• Company events and a supportive team environment.
• The opportunity to join a growing independent financial planning business. Working Arrangements The role will initially be office-based five days per week to allow for training and integration into the team. Once established in the position, there will be the opportunity to work from home one day per week, alongside flexibility around start and finish times. Interested? If you have experience within financial planning administration, are confident using Intelligent Office and would welcome the opportunity to join a growing independent firm, we'd be keen to hear from you.