Description
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 areseeking a self-motivated, detail-orientedIFA Administratorto 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.
Key Responsibilities: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.
