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
About the Role: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.
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
Requirements:*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.