IFA Administrator – Remote with occasional London meetings

About the role

We are seeking an experienced IFA Administrator to join a fast‑growing independent financial planning firm. You will work primarily from home, providing essential administrative support that directly influences client outcomes and business growth.

Key responsibilities

• Manage the full administrative lifecycle of client cases, from application to completion.
• Complete applications and letters of authority accurately and promptly.
• Liaise with product providers, chase information, and resolve issues that arise during the application process.
• Ensure timely progression of cases and maintain clear records.
• Attend monthly team meetings in London and support occasional office collaboration.

Required profile

• Previous office administration experience (essential).
• Background in financial services (essential).
• Confident communication with product providers.
• Self‑motivated and able to work effectively in a remote environment.

Required skills

• Proficiency in the Microsoft Office suite.

What we offer

• Salary of approximately £30,000 per year.
• Pension contributions: 4% employer, 4% employee.
• 25 days holiday plus the option to purchase up to 10 additional days.
• Primarily remote working with occasional travel to London.
• Professional qualifications reimbursement and support scheme.
• Opportunities for development based on strengths and interests.