IFA Administrator
Job Description
Are you an experienced IFA Administrator looking for your next opportunity? Join a dynamic and expanding independent financial planning firm where your administrative expertise will directly support client outcomes and business growth.
\n\nAs an IFA Administrator, you'll be the backbone of operations, managing the full administrative lifecycle of client cases. Your day-to-day responsibilities will include completing applications and letters of authority, liaising with product providers, and ensuring timely progression of cases. You'll need to use initiative when chasing providers for information and resolving issues that arise during the application process.
\n\nThis IFA Administrator position offers genuine flexibility – you'll work primarily from home with occasional travel to London for team meetings (approximately once monthly). As the firm continues to grow, there may be future opportunities to work from a physical office providing even more collaboration opportunities.
\n\nWhat makes this role different?
\n• Small, tight-knit team environment where your contribution genuinely matters
\n• Professional qualifications reimbursement programme – pass your exams and receive reimbursement plus a pay increase
\n• Development opportunities based on your strengths and interests
\n• Work directly with experienced advisers who value administrative excellence
\n\n\nIFA Administrator Requirements
\n• Previous office administration experience (essential)
\n• Financial services background (essential)
\n• Confident communicating with product providers
\n• Proficient in Microsoft Office suite
\n• Self-motivated to work effectively remotely
\n\n\nThe Company
\nThis independent financial planning firm is experiencing strong growth. Operating as part of a reputable network, they pride themselves on delivering quality advice and building a supportive team culture. They're looking for an IFA Administrator who wants to grow with them.
\n\n\nIFA Administrator Benefits
\n• Salary: circa £30,000
\n• Pension: 4% employer / 4% employee contribution
\n• 25 days holiday plus option to purchase up to 10 additional days
\n• Primarily remote working
\n• Professional qualifications support scheme
\n\nLocation
\nRemote-based, with reasonable proximity to London for occasional team meetings.
\n\n\nReady to take the next step? Apply now to join this growing firm as their IFA Administrator and make a real impact from day one.
\n\n\nLiability and Disclaimer
\n\nWhilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
