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- Tasks: Manage daily admin tasks supporting client advice and financial planning processes.
- Company: Join a dynamic IFA team focused on delivering exceptional client service.
- Benefits: Enjoy remote work flexibility, competitive salary, and a supportive team environment.
- Why this job: Perfect for detail-oriented individuals seeking to grow in a reputable financial advisory setting.
- Qualifications: 5+ years in IFA administration; proficiency in Transact and Intelligent Office required.
- Other info: Candidates must live within 15-20 miles of Ascot for occasional in-person meetings.
The predicted salary is between 32000 - 42000 £ per year.
Location: Remote - (Candidate must live within 15-20 miles of Ascot, SL5)
Working Hours: Full-time, Monday to Friday
Package Details: The successful candidate will receive a Salary up to £38,000 Per Annum (dependent on experience)
Purpose of the role:
The Senior IFA Administrator will be responsible for managing all day-to-day administrative activities that support client advice and financial planning processes. Working closely with the Principal Adviser, this individual will ensure timely processing of business, accurate client record-keeping, and coordination of compliance documentation. This is not a paraplanning role, although the ability to produce suitability reports via compliance-approved templates (CATS) is essential.
Duties and Responsibilities:
- Open new client accounts on Intelligent Office (I/O), including full dashboard completion and file structuring
- Submit new applications via the Transact platform, generate and save relevant forms to LiveDrive
- Perform fund sales and pension drawdown transactions on Transact
- Generate investment and pension illustrations
- Manage Letters of Authority and ceding provider communications
- Produce suitability reports using CATS templates and FE Analytics where necessary
- Maintain file notes and client records within I/O
- Track and update daily task lists and action points
- Scan, file, and distribute provider statements and regulatory paperwork
- Check files for completeness ahead of review meetings
- Prepare documentation for client review meetings, including up-to-date valuations
- Type meeting notes and upload to I/O
- Liaise with product providers for progress updates and transactional queries
- Manage diary coordination and general correspondence on behalf of the adviser
- Support all ad hoc requests and queries with a proactive, hands-on approach
The Ideal Employee:
- Strong organisational skills and attention to detail
- Comfortable working independently in a remote environment
- Discreet, professional and highly trustworthy
- Lives within a 15-20 mile radius of Ascot, Berkshire
- Confident producing suitability reports from templates (e.g. CATS)
- Able to manage a varied workload and adapt to changing tasks
Experience required:
- Minimum 5 years’ experience in an IFA administration role
- Proficient with Transact and Intelligent Office (I/O)
Preferred Criteria:
- Familiarity with FE Analytics
- Experience working in a lean, boutique-style IFA environment
Working Arrangements:
Remote working with regular in-person meetings (initially weekly/fortnightly, then as needed). Flexibility around hours is offered, but availability during standard working hours is expected. Onboarding includes a 4-week handover period with the retiring administrator.
Contact Detail:
Antony George Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Remote Senior IFA Administrator
✨Tip Number 1
Familiarise yourself with the Intelligent Office (I/O) and Transact platforms, as these are crucial for the role. Consider taking online tutorials or courses to enhance your proficiency, which will demonstrate your commitment and readiness to hit the ground running.
✨Tip Number 2
Network with professionals in the IFA sector, especially those who have experience in administrative roles. Engaging with industry groups on LinkedIn or attending relevant webinars can provide insights and potentially lead to referrals.
✨Tip Number 3
Prepare to discuss your organisational skills and how you manage a varied workload during the interview. Have specific examples ready that showcase your ability to handle multiple tasks efficiently, especially in a remote setting.
✨Tip Number 4
Since the role requires producing suitability reports, brush up on your knowledge of compliance and regulatory requirements. Being able to speak confidently about these topics will set you apart from other candidates.
We think you need these skills to ace Remote Senior IFA Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in IFA administration, particularly your proficiency with Transact and Intelligent Office. Use specific examples to demonstrate your organisational skills and attention to detail.
Craft a Compelling Cover Letter: Write a cover letter that addresses the key responsibilities of the role. Mention your experience in managing client accounts and producing suitability reports, and explain why you are a good fit for a remote working environment.
Highlight Relevant Experience: In your application, emphasise your minimum 5 years of experience in an IFA administration role. Include any familiarity with FE Analytics and your ability to manage a varied workload effectively.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your professionalism and attention to detail, which is crucial for this role.
How to prepare for a job interview at Antony George Recruitment
✨Know Your Tools
Familiarise yourself with Intelligent Office (I/O) and Transact, as these are crucial for the role. Be prepared to discuss your experience with these platforms and how you've used them in previous positions.
✨Demonstrate Organisational Skills
Highlight your strong organisational skills during the interview. Share specific examples of how you've managed multiple tasks or projects simultaneously, especially in a remote setting.
✨Prepare for Compliance Questions
Since the role involves compliance documentation, be ready to answer questions about your understanding of compliance processes. Discuss your experience producing suitability reports and how you ensure accuracy in client record-keeping.
✨Show Proactivity
Emphasise your proactive approach to handling tasks and queries. Provide examples of how you've taken initiative in past roles, particularly in managing client communications and supporting advisers.