Remote IFA Administrator for Streamlined Wealth Management

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

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.