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Financial Administrator Fully Remote £35,000-£40,000 Flexibility around Core Hours Hours: 35 per week, Monday-Friday About the Client Our client is a boutique CISI Chartered Firm supporting 85 client families across the UK with over £100m in assets under influence. They combine genuine financial planning with a technology-enabled approach, built on integrity, collaboration and long-term thinking. Package: - Salary: £35,000-£40,000 depending on experience
- 20 days holiday, rising to 25 with service, plus bank holidays, Christmas closure and birthday leave
- 5% matched pension contribution
- Group life insurance and health cash plan (post-probation)
- Fully funded professional development
- Remote working with flexibility around core hours
- Quarterly team days in Kingston and industry events
- Profit share after probation
- Clear progression opportunities as the firm grows
The Role: They are seeking an organised and proactive Financial Administrator to provide end-to-end support across pensions, investments and protection. You will manage cases from instruction through to completion, supporting onboarding, meeting preparation, implementation of recommendations, reporting and ongoing client servicing. You will liaise with management, clients, product providers and investment managers and will need the confidence to identify when something does not look right and escalate appropriately. Working remotely, you'll ensure client portfolios, documentation and product actions are processed accurately, efficiently and in line with business controls. Key Responsibilities: - Support financial planners across pensions, investments and protection
- Manage client onboarding and issue documentation
- Schedule meetings and send confirmations, reminders and agendas
- Generate Letters of Authority and obtain provider information
- Gather client data and prepare files ahead of meetings
- Maintain accurate client records within SharePoint and the Strategic Wealth Portal
- Update fact finds and client information
- Prepare annual review packs, performance summaries, illustrations and MiFID cost statements
- Complete pre-meeting checks, including vulnerability assessments and allowance reviews
- Submit, track and manage provider applications
- Liaise with clients and providers, providing updates and resolving queries
- Progress cases through workflow systems while maintaining a compliant audit trail
- Complete file checks and validate documentation before submission
- Draft and issue suitability and annual review reports
- Maintain advice registers, planning tools and team inboxes
- Manage fee settings, business registers and workflow administration
- Raise and track client invoices
About You: - 3-5+ years' experience in financial planning or IFA administration
- Proven experience managing cases from start to finish
- Strong understanding of pensions, investments, protection and implementation processes
- Able to follow business processes while applying sound judgement
- Highly organised, with the ability to manage multiple cases and priorities
- Excellent written and verbal communication skills
- Strong attention to detail and accuracy
- Confident identifying errors, inconsistencies and implementation risks
- Good working knowledge of Outlook, Word, Excel, back-office systems and adviser platforms
- Comfortable working independently in a remote-first environment
- Collaborative team player with the ability to work autonomously
- Professional, trustworthy and committed to delivering high standards
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