Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support Financial Advisors by managing client portfolios and preparing reports.
- Company: Join a dynamic IFA firm backed by a leading Wealth Management organisation.
- Benefits: Enjoy a fully remote role, competitive salary, generous holiday package, and more.
- Why this job: Be part of a forward-thinking team that values career happiness and personal growth.
- Qualifications: Experience in IFA administration is preferred; strong communication and organisational skills are essential.
- Other info: Only UK-based candidates will be considered; occasional office visits required.
The predicted salary is between 21600 - 30000 £ per year.
Location: Remote (UK-based) with the expectancy to visit the Lincolnshire office at a maximum of once per month if needed.
Salary: Up to £30,000 (Depending on experience)
Reference Number: 9484
About The Company:
My client is a dynamic and forward-thinking Independent Financial Advisory (IFA) firm offering comprehensive financial services to clients across the UK. The company is backed by one of the UK’s largest Wealth Management organisations, offering expert advice across financial planning, investment management, and retirement planning.
The opportunity has arisen for an experienced IFA Administrator to directly support a Financial Adviser and their client base. This is predominantly a remote-based role with the occasional expectancy to visit the Lincolnshire office (No more than once a month). Only UK based candidates will be considered.
Key Responsibilities:
- Provide administrative support to Independent Financial Advisors (IFAs) in managing client portfolios and financial plans.
- Maintain client records and ensure all documentation is up-to-date and compliant with relevant regulations.
- Prepare client reports, financial statements, and other documents as required.
- Coordinate client meetings, including scheduling and follow-up actions.
- Assist in the preparation of new business submissions and ensure the timely processing of applications.
- Communicate with clients, insurers, and other service providers in a professional and timely manner.
- Handle administrative queries and always ensure a high standard of client service.
Skills & Experience:
- Previous experience in an IFA administration or similar financial services role is highly desirable.
- A good understanding of financial products and services.
- Excellent organisational skills with the ability to manage multiple tasks and priorities.
- Strong written and verbal communication skills.
- Proficient in using Microsoft Office Suite and financial planning software (knowledge of platforms like Intelliflo, XPlan, or similar would be a bonus).
- Attention to detail and accuracy.
Benefits:
- Fully remote position (Expectancy to visit Lincolnshire on occasion. No more than once a month).
- Competitive salary of up to £30,000
- Pension
- Life Cover
- Income Protection
- Private Medical (to be confirmed)
- Generous holiday package
Our commitment to you:
- Start every journey with a conversation to find out about you in-depth.
- Provide honest feedback on where you fit in the jobs market.
- Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
- Take a holistic mindfulness approach – career happiness is rarely just about the money.
- Cover the whole of the UK with a local touch through our regional teams.
- Never pester you.
IFA Administrator (Remote) employer: Recruit UK | Certified B Corp™
Contact Detail:
Recruit UK | Certified B Corp™ Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator (Remote)
✨Tip Number 1
Familiarise yourself with the financial products and services relevant to the role. Understanding the basics of investment management and retirement planning will not only boost your confidence but also impress potential employers during discussions.
✨Tip Number 2
Network within the financial services industry, especially with professionals who work in IFA roles. Engaging with others in the field can provide valuable insights and may even lead to referrals or recommendations for the position.
✨Tip Number 3
Brush up on your organisational skills by using tools and software that help manage tasks and client information efficiently. Being proficient in platforms like Intelliflo or XPlan can set you apart from other candidates.
✨Tip Number 4
Prepare for potential interviews by practising common questions related to IFA administration. Be ready to discuss how you would handle specific scenarios, such as managing client queries or ensuring compliance with regulations.
We think you need these skills to ace IFA Administrator (Remote)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in IFA administration or similar financial services roles. Emphasise your organisational skills and any familiarity with financial products, as these are key for this position.
Craft a Compelling Cover Letter: Write a cover letter that specifically addresses the responsibilities mentioned in the job description. Explain how your previous experience aligns with the role and demonstrate your understanding of the financial advisory sector.
Showcase Communication Skills: Since strong written and verbal communication skills are essential, ensure your application is free from errors and clearly conveys your points. Consider including examples of how you've effectively communicated with clients or colleagues in the past.
Highlight Technical Proficiency: Mention your proficiency in Microsoft Office Suite and any financial planning software you have used, such as Intelliflo or XPlan. This will show that you are well-equipped to handle the technical aspects of the role.
How to prepare for a job interview at Recruit UK | Certified B Corp™
✨Know Your Financial Products
Make sure you have a solid understanding of various financial products and services. This knowledge will not only help you answer questions confidently but also demonstrate your expertise in the field.
✨Showcase Your Organisational Skills
As an IFA Administrator, you'll need to manage multiple tasks efficiently. Be prepared to discuss how you've successfully organised your workload in previous roles, perhaps by sharing specific examples or strategies you used.
✨Prepare for Client Interaction Scenarios
Since the role involves communicating with clients and service providers, think about potential scenarios you might face. Practise how you would handle administrative queries or client concerns to show your problem-solving skills.
✨Familiarise Yourself with Relevant Software
If you have experience with financial planning software like Intelliflo or XPlan, be ready to discuss it. If not, do some research on these platforms so you can speak knowledgeably about them during the interview.
