Talent.com
Eden Rose
Remote IFA AdministratorEden Rose • Chester, England
Remote IFA Administrator

Remote IFA Administrator

Eden Rose • Chester, England
30+ days ago
Job type
  • Full-time
  • Remote
Job description

Job Title: Independent Financial Advisor (IFA) Administrator
Location: Hampshire (remote)
Salary: £25,000 - £30,000

Key Benefits:

  • Work-Life Balance: Fully remote working available.
  • Progression pathway: Potential pathway to Paraplanner. The completion of the Level 4 Diploma is encouraged
  • Exam Support: Structured training plan in place and support for professional exams
  • Company Culture: They pride themselves on providing a unique and supportive culture, with a track record of promoting internal growth and career development.


We are currently seeking a dynamic and motivated individuals to join a boutique IFA in Hampshire as an IFA Administrator. The successful candidate will play a crucial role in supporting multiple Financial Advisors and contributing to the overall success of the organisation.

IFA Administrator key responsibilities:

  • Provide administrative support to Independent Financial Advisors in day-to-day operations.
  • Utilise back office systems and workflows
  • Assist in the preparation and processing of client documentation and financial transactions.
  • Processing of new business
  • Maintain accurate and up-to-date client records using our internal systems.
  • Liaise with clients, both in person and over the phone, providing excellent customer service.


IFA Administrator role requirements:

  • Experience in a similar IFA admin role is essential (minimum of 3 years)
  • Experience must include exposure to writing suitability reports
  • Also can consider post-graduates or people with a keenness to get into the industry
  • Knowledge of using Intelliflo.
  • Proactivity and drive to forge a successful career within Financial Planning

What's next?

Apply today to be considered for this IFA Administrator opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client.

Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.

Create a job alert for this search

Remote IFA Administrator • Chester, England

Similar jobs

Financial Planning Client Administrator – Remote/Hybrid

Atomos Investments LimitedChester, England, GB
Remote
Full-time

Atomos Investments Limited, based in Chester, is seeking a proactive Client Administrator to provide essential support to Financial Planners.With a focus on delivering excellent client experiences,... Show more

 • Promoted

IFA Administrator

RGH-Global LimitedLiverpool, United Kingdom
£25,000.00 yearly
Full-time
Quick Apply

Our client is a well-established, independent financial advisory firm with a strong reputation for delivering personalised, high-quality financial advice.Specialising in pensions, investment planni... Show more

Operations Administrator

BluetownOnline LtdWrexham, WLS, GB
Full-time +1

Queens Lane, Bromfield Industrial Estate, Mold, CH7 1JR.Only candidates that live within a commutable distance of Mold will be considered.The company is a rapidly expanding company with operations ... Show more

 • Promoted

HR Administrator Starter Course (Blackpool)

ITonlinelearning RecruitmentBlackpool, ENG, GB
Part-time

HR Course Programme – Job Guarantee Included.Complete online training designed to take you from zero experience to your first HR administration role.Study part-time, build fundamental skills,... Show more

 • Promoted

Client Administrator - Remote Financial Planning Support

atomos wealthChester, England, GB
Remote
Full-time

Chester is seeking a highly organised Client Administrator to support Financial Planners by managing the administrative foundations of high‑quality financial advice.You will help planners focus on ... Show more

 • Promoted

Ifa Administrator - £24,000 - £30,000 A Year

SearchLiverpool, United Kingdom Of Great Britain And Northern Ireland, UK
Full-time

IFA AdministratorLiverpool City Centre (option to work 1 day at home)Monday to Friday, 9am - 5pm (35 hours per week)£24,000 - £30,000 (dependant on experience) Search is partnering with a well-esta... Show more

 • Promoted

Senior Accounts Administrator

Rebus RecruitmentBlackpool, ENG, GB
Full-time

We are currently working with a well-established business based in Blackpool who are recruiting for a newly created position of Senior Accounts Administrator to work within their busy financial tea... Show more

 • Promoted

HR Administrator Starter Course (Liverpool)

ITonlinelearning RecruitmentLiverpool, ENG, GB
Part-time

HR Course Programme – Job Guarantee Included.Complete online training designed to take you from zero experience to your first HR administration role.Study part-time, build fundamental skills,... Show more

 • Promoted

Client Administrator - Chester

Atomos Investments LimitedChester, England, GB
Full-time

You will have 2-5 years experience as a Financial Planning administrator with fantastic knowledge of Financial Planning products and processes.You are looking to provide one-on-one support to one o... Show more

 • Promoted

Ifa Administrator - £25,000 - £30,000 A Year

Financial Planning organisationLiverpool, United Kingdom Of Great Britain And Northern Ireland, UK
Full-time

IFA Administrator, Full Time, Liverpool, Permanent, Hybrid model.Your new company My client, a leading Financial Planning organisation based in Liverpool, is seeking a professional IFA Administrato... Show more

 • Promoted

Functional Assessor

GAIA RECRUITMENT LIMITEDWrecsam, Clwyd, GB
Full-time

Elevate your healthcare career!.Below, you will find a complete breakdown of everything required of potential candidates, as well as how to apply Good luck.Are you an experienced healthcare profess... Show more

 • Promoted

Nursing Home Administrator

Medico PartnersWirral, England, GB
Full-time

Salary: £50,000 per annum + Performance Bonus.We are recruiting an experienced and motivated Nursing Home Manager to lead and manage a well-established nursing home in Birkenhead, Wirral.This is a ... Show more

 • Promoted

Ifa Administrator - £25,000 - £30,000 A Year

HAYSLiverpool, United Kingdom Of Great Britain And Northern Ireland, UK
Full-time

IFA Administrator, Full Time, Liverpool, Permanent, Hybrid model.My client, a leading Financial Planning organisation based in Liverpool, is seeking a professional IFA Administrator to join their t... Show more

 • Promoted

Ifa Administrator - £25,000 - £30,000 A Year

Hays Business SupportLiverpool, United Kingdom Of Great Britain And Northern Ireland, UK
Full-time +1

Your new company My client, a leading Financial Planning organisation based in Liverpool, is seeking a professional IFA Administrator to join their team on a permanent basis.With over 70 years of e... Show more

 • Promoted

Senior Client Accounts Administrator

Courtney Reed GroupLiverpool, England, GB
Full-time

Courtney Reed Group is seeking a Client Account Administrator for their Liverpool office.This full-time role involves managing all aspects of client money, with responsibilities for processing rece... Show more

 • Promoted

Client Services Administrator

Bond Recruitment LtdEllesmere Port, England, GB
Full-time

About the job Client Services Administrator.Our client, an international provider of corporate benefits who provide advice on all aspects of employee benefits with a particular specialisation in fo... Show more

 • Promoted

Client Account Administrator/Senior Administrator

Courtney Reed GroupLiverpool, England, GB
Full-time +1

Client Account Administrator/Senior Administrator.Our Client is seeking a Client Accounts Administrator for their Liverpool based office.The successful candidate should be able to demonstrate their... Show more

 • Promoted

Client Services & Scheduling Administrator

TsmetalsquartzelecLiverpool, England, GB
Full-time

A dynamic company in the metals sector in Liverpool seeks an Administrator to support team operations and ensure high standards of service.Responsibilities include managing Engineers' schedules and... Show more

 • Promoted

Client Administrator

atomos wealthChester, England, GB
Full-time

You will have 2-5 years experience as a Financial Planning administrator with fantastic knowledge of Financial Planning products and processes.You are looking to provide one-on‑one support to one o... Show more

 • Promoted

Client Administrator — Wealth Management & Planning

Evelyn PartnersLiverpool, England, GB
Full-time

Evelyn Partners in the UK is seeking a Client Administrator to join our Financial Planning team.You will provide full administrative support to Financial Planners and build strong relationships wit... Show more