IFA Administrator (Remote – Permanent)
Salary: £25,480 per annum (FTE) / £14.00 per hour
Hours: 28 or 35 hours per week (flexible)
Location: 100% Home Based
We are recruiting on behalf of a specialist outsourced provider of IFA administration services who are seeking an experienced IFA Administrator to join their growing remote team.
This is a fully remote, permanent position offering excellent flexibility, stability, and the opportunity to work with a well-established firm that provides professional outsourced support to financial advisers and planners across the UK.
About the Role:
As an IFA Administrator, you will be responsible for providing high-quality administrative support to financial advisers and paraplanners, ensuring a seamless and compliant client experience. You’ll work across a variety of financial platforms, manage end-to-end client servicing tasks, and play a key role in the delivery of outsourced administration support to adviser firms.
Key Responsibilities:
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Provide comprehensive administrative support to IFAs and paraplanners.
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Maintain accurate client records and documentation using Intelligent Office (iO).
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Process new business applications and track them through to completion across multiple platforms.
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Liaise with clients and product providers to obtain policy details, valuations, and updates.
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Ensure all client files and records meet compliance and audit standards.
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Assist with client meeting preparation and follow-up actions.
About You:
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Minimum 3 years’ experience in an IFA Administrator or similar role.
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Experience using Intelligent Office and a variety of investment and pension platforms.
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Excellent attention to detail and a strong understanding of the financial planning process.
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Confident communicator who is proactive, organised, and self-motivated.
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Comfortable working remotely as part of a supportive virtual team.
Contract & Benefits:
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Employer: Specialist outsourced IFA administration services provider
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100% home-based role
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Salary: £25,480 per annum FTE / £14.00 per hour (paid monthly)
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Hours: Fixed contract – either 28 or 35 hours per week, with flexibility around working hours to suit your lifestyle
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Pension: Auto-enrolment with standard contributions, enhanced by an additional 2% after 1 year of service
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Holiday: 5.6 weeks per year (pro rata)
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Death in Service scheme
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Exam support: Assistance with study leave and exam costs
Sector:
- Financial Services
- Financial Planning
