Remote IFA Administrator - Client Service Pro

Guild Search; United Kingdom; Remote; GBP 32,000 - 39,000; Full time

Benefits offered by this job

Fully remote working

Job summary

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.

Responsibilities

• 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.

Skills

Experience in IFA/wealth management

Organisational skills

Attention to detail

Client communication

Proactive workload management

IT skills

Education

Financial services qualifications

Tools

MS Office

Job description

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.