IFA Administrator – Hybrid (2 days remote)

About the role

The Independent Financial Advisory practice is looking for an experienced IFA Administrator to join a friendly, supportive team. Based in a modern converted barn office with ample parking, you will enjoy a hybrid working pattern – three days in the office and two days working from home.

Key responsibilities

• Assist with the preparation of annual client reviews.
• Process and submit new business applications through to completion.
• Monitor applications and liaise with providers on progress.
• Maintain accurate client records in the back‑office system.
• Process policy amendments, fund switches and plan changes.
• Prepare client and provider correspondence.
• Support the preparation of suitability reports.
• Manage adviser fees, commission entries and raise invoices.
• Chase outstanding adviser fees when required.
• Diary management using Outlook and back‑office systems.
• Ensure files meet regulatory and compliance requirements.
• General administration duties, including document management and electronic filing.

Required profile

• Minimum 3 years’ experience in an IFA or financial services administration role.
• Good understanding of pensions, investments and protection products.
• Strong organisational skills and ability to prioritise workloads.
• Excellent attention to detail and accuracy.
• Confident communicator with strong client service skills.
• Strong numeracy and reporting abilities.

Required skills

• Microsoft Word
• Microsoft Excel
• Microsoft Outlook
• Experience with Intelliflo (advantageous)

What we offer

• Salary £28,000 – £38,000 per year, dependent on experience.
• Hybrid working – 3 days office, 2 days home.
• On‑site parking.
• Professional study support.
• Modern converted barn offices.
• Supportive team environment.