Job Description
Could you step into a role where trust and stability still mean something?
Fourteen years.
That’s how long the current administrator at Integra Financial has quietly and expertly run the operational backbone of the business.
They are retiring this summer. And now, we’re looking for someone to step into there shoes and bring their own sense of pride, structure, and care to the role.
This is a full-time, fully remote position with one condition:
You must live within 15–20 miles of Ascot (SL5).
Not because we’re checking up on you, but because relationships matter here.
The Principal Adviser likes to meet up face-to-face every now and then (weekly or fortnightly at first, then less frequently) for a coffee, a catch-up, and a proper discussion about the week ahead.
What you’ll actually do:
You won’t just be pushing paper or checking boxes.
You’ll be the sole internal administrator in a lean, high-trust setup, working closely with the adviser to ensure everything runs like clockwork.
That means:
1. Submitting new business via Transact
2. Managing client records and tasks in Intelligent Office (iO...