Senior IFA Administrator

Job Title:

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 expected
Onboarding includes a 4-week handover period with the retiring administrator