IFA Administrator / Financial Planning Administrator
Salary: Up to £35,000 depending on experience
Location: Fully Remote – UK
Job Type: Permanent, Full-time
The Opportunity
An excellent opportunity has arisen for an IFA Administrator to join an established independent financial planning firm, offering the flexibility of working fully remotely.
The business is looking for a proactive, organised individual who enjoys providing high-quality administrative support to financial advisers and helping ensure clients receive an excellent level of service.
This role would suit someone with previous experience in financial services administration who is comfortable managing their own workload and enjoys being part of a collaborative team.
Key Responsibilities
- Providing day-to-day administrative support to financial advisers and directors.
- Requesting and chasing Letters of Authority (LOAs).
- Preparing information and documentation for annual client reviews.
- Processing new business applications and pension and investment transfers.
- Liaising with providers, advisers, paraplanners and clients to ensure cases progress efficiently.
- Maintaining accurate client records and monitoring outstanding tasks.
- Supporting the paraplanning team with administrative requirements.
- Ensuring a consistently high standard of client service.
About You
Ideally, you'll have:
- Previous experience in an IFA, wealth management or financial planning environment.
- A good understanding of financial services administration processes.
- Strong organisational skills and excellent attention to detail.
- Confidence communicating with clients, advisers and product providers.
- A proactive approach and the ability to manage your workload independently.
- Good IT skills and a willingness to learn new systems.
Financial services qualifications would be welcomed but are not essential.
What's on Offer?
- Salary up to £35,000, depending on experience.
- Fully remote working.
- The opportunity to join an established independent financial planning business.
- A varied role supporting advisers and working closely with the wider financial planning team.
Interested?
If you're an experienced Financial Planning or IFA Administrator looking for a fully remote opportunity, I'd love to hear from you.
Apply today or get in touch for a confidential conversation to find out more.