IFA Administrator

Guild Search; United Kingdom; À distance; GBP 32 000 - 39 000; Plein temps

Avantages offerts par ce poste

Fully remote working

Résumé du poste

Guild Search is recruiting an IFA Administrator to join a well-established independent financial planning firm. The role offers full remote work within the UK and focuses on delivering high-quality administrative support to advisers and clients.

The ideal candidate will have experience in financial services administration, strong organisation, and the ability to manage workload independently while maintaining excellent service levels.

Qualifications

• Experience in an IFA, wealth management or financial planning environment.
• Good understanding of financial services administration processes.
• Strong organisational skills with excellent attention to detail.
• Confident communication with clients, advisers and product providers.
• Proactive approach to workload management and ability to work independently.
• Good IT skills and willingness to learn new systems.

Responsabilités

• Provide day-to-day administrative support to financial advisers and directors.
• Request and chase Letters of Authority (LOA)s.
• Prepare information for annual client reviews.
• Process new business applications and pension/investment transfers.
• Liaise with providers, advisers, paraplanners and clients to progress cases.
• Maintain accurate client records and monitor outstanding tasks.
• Support the paraplanning team with administrative needs.
• Ensure a consistently high standard of client service.

Connaissances

Experience in IFA/wealth management

Organisational skills

Attention to detail

Client communication

Proactive workload management

IT skills

Formation

Financial services qualifications

Outils

MS Office

Description du poste

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 (LOA)s.
• 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.