Financial Services Administrator

Confidential; United States; Remote; USD 65,000 - 90,000; Full time

Benefits offered by this job

Remote working

Flexible hours

28 days holiday + bank holidays + 2duv

Private healthcare and life cover (8x)

EMI share scheme

Travel and accommodation for quarterly

Job summary

Confidential, a growing wealth management business serving ultra-high-net-worth clients, offers a fully remote IFA Administrator role. You’ll improve provider relationships, organize client docs, and support advisers to keep the advice and implementation process moving smoothly.

This remote position emphasizes efficiency, compliance, and strong communication with providers and third parties, with flexible hours and a collaborative, growth-focused team.

Qualifications

• Previous experience in financial planning or IFA administration.
• Desire to learn and contribute to a growing business.
• Ability to communicate confidently with providers and third parties.
• Comfortable working independently in a remote environment.
• Strong organizational skills and attention to detail.

Responsibilities

• Own and improve provider relationships; be the go-to contact for queries.
• Organise client documents and digital files using CRM and DMS.
• Support advisers by preparing files and chasing providers.
• Ensure documentation is accurate, compliant and complete.
• Keep money moving through the advisory and implementation process.
• Join regular virtual meetings and quarterly in-person meetups.

Skills

Financial planning

Administration

CRM systems

Documentation

Tools

CRM software

Document management

Job description

What you’ll get:

• Remote working with core hours of 9:30 a.m. - 3:30 p.m.
• Flexible start/end times - work when you're most productive
• 28 days' holiday + bank holidays + 2 duvet days (38 days total)
• Private healthcare and life cover (8x salary)
• EMI share scheme for all employees
• All travel and accommodation expenses covered for quarterly meetups

This is not your average wealth management firm.

We're working with a modern, growing wealth management business that supports ultra-high-net-worth individuals and families through a purpose-led, values-driven approach to financial advice.

Combining a highly personal level of service with the freedom and agility of a growth-stage company, they're now looking for an experienced, detail-oriented IFA Administrator to join their small and dynamic team.

This is a fully remote role where you'll play a key part in improving operational efficiency, building strong relationships with providers, and helping the wider team deliver an exceptional service to clients with significant and often complex financial needs.

What you’ll be doing:

• Owning and improving provider relationships, becoming a go-to contact for queries and resolutions
• Managing and organising client documentation and digital files using CRM and document management systems
• Supporting advisers and paraplanners by preparing files and chasing providers and other third parties
• Ensuring all documentation is accurate, compliant and complete
• Helping keep money moving efficiently through the advice and implementation process
• Participating in regular virtual team meetings and quarterly in-person meetups

What we’re looking for:

• Previous experience within a financial planning or IFA administration role
• Someone who is passionate about joining a growing business and contributing to its future
• A genuine desire to learn, develop and get involved in the broader business
• Confidence communicating with providers and third parties to resolve queries
• Comfortable working independently within a remote environment
• Strong organisational skills, attention to detail and good judgement
• Tech-savvy and open to new ways of working within a modern, digital-first firm

If you're looking for a forward-thinking financial planning business that values quality, personality and purpose as much as process, this could be a brilliant next step.