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Permanent

IFA Administrator

London
money-bag 14.00-14.00 Hourly
3085433526
Posted 5 days ago

Job Title: IFA AdministratorLocation: Home-basedSalary: £14.00 per hour 35 hours a week £25,480 plus over time Available Benefits:Competitive salary100% remote roleFull-time fixed hoursDeath in Service benefitHoliday entitlementExam supportPensionAccess to Smart HealthAbout the Role:We are seeking a self-motivated, detail-oriented IFA Administrator to provide remote administrative and PA support to Financial Advice firms and their clients.The role requires:Attention to detail and accuracyAdherence to financial regulations (FCA)Ability to manage multiple tasks efficiently in a home-based environmentAvailability Monday to Friday, 9:00 am - 5:00 pmA suitable quiet home office setup with reliable IT and telecommunications equipmentThis position is ideal for candidates with financial services administration experience looking to deliver high-quality support while working remotely.Key Responsibilities:Follow internal procedures and ensure compliance with FCA regulationsProcess new business applications, letters of authority, and change of agency requestsAct as first point of contact for clients and product providers, handling queries and messages efficientlyDraft professional emails and letters, transcribe audio files, and maintain accurate documentationUpdate client valuations and manage back-office systems and investment platformsPrepare post-review letters and new business illustrationsManage diaries and tasks to ensure timely follow-upsSupport additional administrative tasks ..... full job details .....

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