Job Description

Are you an experienced IFA Administrator looking for your next opportunity? Join a dynamic and expanding independent financial planning firm where your administrative expertise will directly support client outcomes and business growth.

As an IFA Administrator, you'll be the backbone of operations, managing the full administrative lifecycle of client cases. Your day-to-day responsibilities will include completing applications and letters of authority, liaising with product providers, and ensuring timely progression of cases. You'll need to use initiative when chasing providers for information and resolving issues that arise during the application process.

This IFA Administrator position offers genuine flexibility – you'll work primarily from home with 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.

What makes this role different?
• Small, tight-knit team environment where your contribution genuinely matters
• Professional qualifications reimbursement programme – pass your exams and receive reimbursement plus a pay increase
• Development opportunities based on your strengths and interests
• Work directly with experienced advisers who value administrative excellence

IFA Administrator 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

The Company
This independent financial planning firm is experiencing strong growth. Operating as part of a reputable network, they pride themselves on delivering quality advice and building a supportive team culture. They're looking for an IFA Administrator who wants to grow with them.

IFA Administrator 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

Location
Remote-based, with reasonable proximity to London for occasional team meetings.

Ready to take the next step? Apply now to join this growing firm as their IFA Administrator and make a real impact from day one.

Liability and Disclaimer

Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.

About Premier Jobs UK

Welcome to the company profile for Premier Jobs UK on LinkedIn.

Premier Jobs UK is dedicated to providing the highest standards of quality in recruitment search and selection for the financial services and banking industry.

Our Key Areas include:

Regulated Financial Sales Investment Consultants

Mortgage Advisors Training Personnel

Compliance Officers Sales Management

Banking Administration

Estate Agency Telesales

General Insurance Sales Directors

Our unique face to face and comprehensive approach through our nationwide network of experienced financial services consultants will give candidates an honest and open evaluation of their strengths and weaknesses, identifying suitable company vacancies from the market place to best meet their career aspirations as well as help preparing candidates for job assessment through our unique personal career training and development process.

Premier Jobs UK act as preferred recruiters for many of the major financial services

companies and high street banks across the UK from new trainee to director level.

All information is treated in the strictest confidence.

Industry

Finance & Insurance

Company Size

11-50 employees

Headquarters

Calne, GB

Year Founded

2007

Website

premierjobsuk.com

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