Senior IFA Administrator
Fully Remote
£30,000 to £32,000
An established, fast growing FinTech business within financial planning is looking to appoint an experienced Senior IFA Administrator.
This is a fully remote role with no requirement to attend an office. The business is built around technology, efficiency and modern ways of working, while still maintaining a positive team culture through optional meet-ups during the year.
This opportunity would suit an experienced administrator who is confident, proactive and comfortable taking ownership of their work. As the company continues to grow, there is also potential for the role to develop into a leadership position for the right person.
The role will involve:
Providing high quality administration support across the financial planning process
Supporting advisers and clients with new business, servicing and ongoing administration
Preparing and processing client documentation
Liaising with providers, advisers and internal teams
Maintaining accurate records and ensuring work is completed to a high standard
Using technology and systems to help deliver an efficient client experience
You will need:
Experience within an IFA, wealth management or financial planning environment
Strong administration skills and attention to detail
Confidence working independently in a remote role
A proactive, positive and organised approach
Good communication skills and the ability to build relationships remotely
A desire to be part of a growing, forward-thinking business
What’s on offer:
£30,000 to £32,000 salary
Fully remote working
Modern FinTech environment
Optional team meet-ups throughout the year
Supportive culture
Opportunity to develop into a leadership role as the business grows
This is an excellent opportunity for an experienced IFA Administrator who wants a fully remote role with a progressive business that values efficiency, technology and good people.
To apply, please submit your CV for consideration.