Senior IFA Administrator - remote

Recruitment Rebellion; United Kingdom; Remote; GBP 34,000 - 40,000; Full time

Job summary

A leading financial advisory firm is seeking an experienced IFA administrator to support their operations remotely from the UK. The role offers a competitive salary of up to £40,000, 33 days holiday, and a supportive team culture. You will manage adviser diaries, communicate with clients, and ensure smooth operations. The ideal candidate will have proven experience and excellent organisational skills.

Benefits

33 days holiday including bank holidays

Fully remote working

All IT equipment provided

Training and development opportunities

Qualifications

• Experience in financial planning administration required.
• Strong organisational skills and attention to detail.
• Ability to juggle priorities in a supportive team.

Responsibilities

• Run adviser diaries and book reviews.
• Manage applications and trades end-to-end.
• Communicate with clients professionally.
• Support with research and documentation.
• Keep processes improving and pipelines clear.

Skills

Proven experience as IFA or Financial Planning Administrator

Excellent organisational skills

Attention to detail

Proactive approach

Team-focused mindset

Job description

Location: Fully Remote (UK-based)
Salary: up to £40,000
Contract: Full-time, Permanent

Are you the exceptional IFA administrator we are looking for?

Will you be able to fit straight in to our small, hardworking team and make an impact right from the start?

We only want the best. If this sounds like you, we'd love to hear from you, and we'll pay a top salary to secure you!

Canford and Castle is an independent financial adviser with big ambitions and a supportive 'no egos' environment. We're looking for exceptional - someone with proven experience in financial planning administration who takes pride in absolute accuracy, thrives under pressure and can become our operational backbone.

This is an amazing opportunity where your work makes a real difference. You'll enjoy the flexibility of fully remote working (anywhere in the UK), backed up by full IT equipment, ongoing development, and a culture that genuinely values you.

What you'll do

You'll be the backbone of our advice operations process:

• Run adviser diaries, book reviews and prepare documents.
• Manage applications, trades and platform updates end-to-end.
• Communicate with clients professionally and proactively.
• Support with research, illustrations and review letters.
• Keep cases moving, pipelines clear and processes improving.

What we're looking for

• Proven experience as an IFA or Financial Planning Administrator.
• Excellent organisational skills and attention to detail.
• A proactive, adaptable approach with the ability to juggle priorities.
• A supportive, team-focused mindset with a positive attitude.
• Up to £40,000+ depending on experience.
• 33 days holiday including bank holidays, plus office closure at Christmas.
• Fully remote, hybrid, or office-based (HQ in North Yorkshire).
• Expenses covered for HQ visits (training, meetings, events).
• All IT equipment provided.
• Paraplanning Pathway: Gain exposure to technical work, research, and report writing with full exam support if you're working toward qualifications.

Additional Information

Remote employees attend HQ in North Yorkshire for their first week and periodically/occasionally for training, team meetings or events.

Apply now!

We're partnering with Recruitment Rebellion Limited to fill this role. Applications are open for up to 30 days but may close early if a suitable candidate is found.

Our process is fair and inclusive. If you need adjustments, let us know. Only shortlisted candidates will be contacted.

To improve your chances, ensure you meet the criteria, have the right to work in the UK, and submit a clear, tailored CV showcasing your relevant experience.

Salary Package:

• Up to £40,000+ depending on experience.
• 33 days holiday including bank holidays, plus office closure at Christmas.
• Fully remote, hybrid, or office-based (HQ in North Yorkshire).
• Expenses covered for HQ visits (training, meetings, events).
• All IT equipment provided.
• Paraplanning Pathway: Gain exposure to technical work, research, and report writing with full exam support if you're working toward qualifications.