Free cookie consent management tool by TermsFeed IFA Administrator - Remote - Part time in West Midlands | MBF

IFA Administrator - Remote - Part time

  • West Midlands
  • Permanent
  • around £30,000 Pro Rata

Job details.

IFA Administrator (Part-Time, Fully Remote)
Location: 100% Home-Based (UK Only)
Salary: Circa £30,000 Pro Rata (Negotiable DOE)
Working Pattern: 2–3 Days Per Week

We are currently supporting a highly successful, independent Financial Adviser in the appointment of an experienced IFA Administrator to join their growing business on a fully remote, part-time basis.

This is an excellent opportunity for a seasoned professional who is looking to reduce their working hours while continuing to play a key role within a high-quality, client-focused advisory firm.

The Business
Our client is a highly experienced Financial Adviser who has built a strong reputation working with a High Net Worth client base. Since launching the business nearly two years ago, they have experienced significant growth and ongoing success. Due to this continued expansion, they are now looking to make their second administrative hire to support the next phase of development.

The Role
Working closely with the Adviser, you will provide comprehensive administrative support across the full client journey. This is a varied and hands-on role requiring a high level of accuracy, organisation, and industry knowledge.

Key responsibilities will include:

  • Preparing and processing new business applications

  • Managing client documentation and records

  • Liaising with providers and platforms

  • Supporting report preparation and client reviews

  • Handling client queries and maintaining excellent service standards

  • Ensuring compliance and regulatory requirements are met

Requirements

  • Minimum 5+ years’ experience in an IFA Administrator role within the UK

  • Strong understanding of financial products, platforms, and processes

  • Experience supporting HNW clients is highly desirable

  • Excellent organisational and communication skills

  • Ability to work independently in a fully remote environment

  • Must be UK-based with full right to work in the UK

The Opportunity

  • Fully remote, flexible working arrangement

  • Ideal for experienced professionals seeking reduced hours

  • Opportunity to work closely with a successful and growing Adviser

  • Supportive, collaborative working relationship

  • Competitive salary package, negotiable based on experience

If you are an experienced IFA Administrator looking for a flexible, part-time role within a high-quality and growing firm, we would be keen to speak with you.

Please apply or get in touch for a confidential discussion.

IFA Administrator (Part-Time, Fully Remote)
Location: 100% Home-Based (UK Only)
Salary: Circa £30,000 Pro Rata (Negotiable DOE)
Working Pattern: 2–3 Days Per Week

We are currently supporting a highly successful, independent Financial Adviser in the appointment of an experienced IFA Administrator to join their growing business on a fully remote, part-time basis.

This is an excellent opportunity for a seasoned professional who is looking to reduce their working hours while continuing to play a key role within a high-quality, client-focused advisory firm.

The Business
Our client is a highly experienced Financial Adviser who has built a strong reputation working with a High Net Worth client base. Since launching the business nearly two years ago, they have experienced significant growth and ongoing success. Due to this continued expansion, they are now looking to make their second administrative hire to support the next phase of development.

The Role
Working closely with the Adviser, you will provide comprehensive administrative support across the full client journey. This is a varied and hands-on role requiring a high level of accuracy, organisation, and industry knowledge.

Key responsibilities will include:

  • Preparing and processing new business applications

  • Managing client documentation and records

  • Liaising with providers and platforms

  • Supporting report preparation and client reviews

  • Handling client queries and maintaining excellent service standards

  • Ensuring compliance and regulatory requirements are met

Requirements

  • Minimum 5+ years’ experience in an IFA Administrator role within the UK

  • Strong understanding of financial products, platforms, and processes

  • Experience supporting HNW clients is highly desirable

  • Excellent organisational and communication skills

  • Ability to work independently in a fully remote environment

  • Must be UK-based with full right to work in the UK

The Opportunity

  • Fully remote, flexible working arrangement

  • Ideal for experienced professionals seeking reduced hours

  • Opportunity to work closely with a successful and growing Adviser

  • Supportive, collaborative working relationship

  • Competitive salary package, negotiable based on experience

If you are an experienced IFA Administrator looking for a flexible, part-time role within a high-quality and growing firm, we would be keen to speak with you.

Please apply or get in touch for a confidential discussion.

Sector:

  1. Financial Services
  2. Financial Planning

David Everingham

Financial Services

Contact Us

similar jobs.

Independent Financial Advisor

  • Leicestershire, Leicester, Leicester, Leicestershire
  • Self Employed - around £56-80K OTE, uncapped

Self-Employed Independent Financial Adviser (IFA) Location: Leicestershire (Field-Based) Client Bank: £18M AUM | ~125 Clients The Opportunity A rare opportunity has arisen for an experienced...

IFA Sales & Performance Manager

  • Aberdeen, Aberdeen, Aberdeenshire
  • to £75,000 plus bonus and benefits

IFA Sales & Performance Manager Aberdeen - Hybrid Working Salary up to £75,000 + Bonus + Excellent Benefits An established and highly respected Chartered Wealth Management and Financial Planning ...

IFA Sales & Performance Manager

  • Manchester, Greater Manchester, Manchester
  • up to £75,000 plus bonus and benefits

IFA Sales & Performance Manager Manchester | Hybrid Working Salary up to £75,000 + Bonus + Excellent Benefits An established and highly respected Chartered Wealth Management and Financial Plannin...

Senior Paraplanner

  • West Midlands, Birmingham, West Midlands, Birmingham
  • to £62,000 plus benefits and bonus

Senior Paraplanner Birmingham | Wealth Management | Hybrid Working to £62,000 plus excellent benefits package  A leading UK wealth management firm is seeking an experienced Senior Paraplanner...

Senior Paraplanner

  • Worcestershire, Worcester, Worcestershire, Worcester
  • up to £62,000 plus company benefits and bonus

Senior Paraplanner Worcester | Wealth Management | Hybrid Working to £62,000 plus excellent benefits package A leading UK wealth management firm is seeking an experienced Senior Paraplanner t...

Senior Paraplanner

  • Lancashire, Blackpool, Lancashire, Fylde, West Lancashire
  • up to £62,000 plus company benefits and bonus

Senior Paraplanner Blackpool | Wealth Management | Hybrid Working to £62,000 plus excellent benefits package A leading UK wealth management firm is seeking an experienced Senior Paraplanner t...

Senior Paraplanner

  • Edinburgh, Edinburgh, West Lothian
  • up to £62,000 plus company benefits and bonus

Senior Paraplanner Edinburgh | Wealth Management | Hybrid Working to £62,000 plus excellent benefits package A leading UK wealth management firm is seeking an experienced Senior Paraplanner t...

Senior Paraplanner

  • Glasgow, Glasgow
  • up to £62,000 plus company benefits and bonus

Senior Paraplanner Glasgow | Wealth Management | Hybrid Working to £62,000 plus excellent benefits package A leading UK wealth management firm is seeking an experienced Senior Paraplanner to ...

don't miss out on great offers.

Decor

Get new jobs for this search by email

Loading...