IFA Administrator - Remote

mbf.; West Midlands; Remote; GBP 14,000 - 26,000; Full time

Job summary

A specialist outsourced provider of IFA administration services is seeking an experienced IFA Administrator for a fully remote, permanent position. In this role, you will provide high-quality administrative support to financial advisers and paraplanners, ensuring a seamless client experience. The ideal candidate will have experience in IFA administration and be proficient in managing client records, with flexible working hours available.

Qualifications

• Experience in IFA administration and providing administrative support to financial advisers.
• Proficiency in managing client records and documentation.
• Strong understanding of financial platforms.

Responsibilities

• Provide comprehensive administrative support to IFAs and paraplanners.
• Maintain accurate client records and documentation.
• Process new business applications.

Skills

Administrative support

Client servicing

Attention to detail

Tools

Intelligent Office (iO)

Job description

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

• Provide comprehensive administrative support to IFAs and paraplanners.


• Maintain accurate client records and documentation using Intelligent Office (iO).


• Process new business applications ...