Job Description
Job Title: Remote Senior IFA Administrator
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:
Your duties will include but not be limited to:
* 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 expectedOnboarding includes a 4-week handover period with the retiring administrator.