IFA Administrator

Job Title: IFA Administrator

Location: Home-based

Salary: £14.00 per hour 35 hours a week £25,480 plus over time Available

Benefits:

• Competitive salary
• 100% remote role
• Full-time fixed hours
• Death in Service benefit
• Holiday entitlement
• Exam support
• Pension
• Access to Smart Health

We are seeking a self-motivated, detail-oriented IFA Administrator to provide remote administrative and PA support to Financial Advice firms and their clients.

The role requires:

• Attention to detail and accuracy
• Adherence to financial regulations (FCA)
• Ability to manage multiple tasks efficiently in a home-based environment
• Availability Monday to Friday, 9:00 am - 5:00 pm
• A suitable quiet home office setup with reliable IT and telecommunications equipment

This position is ideal for candidates with financial services administration experience looking to deliver high-quality support while working remotely.

• Follow internal procedures and ensure compliance with FCA regulations
• Process new business applications, letters of authority, and change of agency requests
• Act as first point of contact for clients and product providers, handling queries and messages efficiently
• Draft professional emails and letters, transcribe audio files, and maintain accurate documentation
• Update client valuations and manage back-office systems and investment platforms
• Prepare post-review letters and new business illustrations
• Manage diaries and tasks to ensure timely follow-ups
• Support additional administrative tasks as required

• Minimum 2 years' experience as an IFA Administrator
• Proficient in Microsoft Outlook, Word, Excel, and PowerPoint
• Accurate typing skills and ability to transcribe letters and audio notes
• Comfortable using Skype and cloud platforms (Dropbox, Google Drive, OneDrive)
• Confident handling IT and telecommunications equipment
• Must have a suitable quiet home office setup

To apply, please submit your application today. A specialist consultant will contact you to discuss your skills and motivations before submitting your CV to the client. We may also suggest other roles that match your experience.

Please note: Due to the high volume of applications, individual feedback cannot be provided. If you have not heard from us within 7 days, please assume your application was unsuccessful.