IFA Administrator

Premier Jobs UK
$30,000Hybrid

About The Position

This IFA Administrator position offers genuine flexibility, with the role being primarily remote-based, requiring 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. The role is the backbone of operations, managing the full administrative lifecycle of client cases. Responsibilities include completing applications and letters of authority, liaising with product providers, and ensuring timely progression of cases. Initiative is needed when chasing providers for information and resolving issues that arise during the application process. This role is within a small, tight-knit team environment where contributions genuinely matter. The firm offers a professional qualifications reimbursement program, development opportunities based on strengths and interests, and the chance to work directly with experienced advisers who value administrative excellence.

Requirements

  • Previous office administration experience (essential)
  • Financial services background (essential)
  • Confident communicating with product providers
  • Proficient in Microsoft Office suite
  • Self-motivated to work effectively remotely

Responsibilities

  • Completing applications and letters of authority
  • Liaising with product providers
  • Ensuring timely progression of cases
  • Using initiative when chasing providers for information
  • Resolving issues that arise during the application process

Benefits

  • Salary: circa £30,000
  • Pension: 4% employer / 4% employee contribution
  • 25 days holiday plus option to purchase up to 10 additional days
  • Primarily remote working
  • Professional qualifications support scheme
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