Financial Services Administrator - #2180176

· Remote working with core hours of 9:30 a.m. – 3:30 p.m.

· Flexible start/end times – work when you’re most productive

· 28 days’ holiday + bank holidays + 2 duvet days (38 days total)

· Private healthcare and life cover (8x salary)

· EMI share scheme for all employees

· All travel and accommodation expenses covered for quarterly meetups

We’re working with a modern, growing wealth management business that supports ultra-high-net-worth individuals and families through a purpose-led, values-driven approach to financial advice.

Combining a highly personal level of service with the freedom and agility of a growth-stage company, they’re now looking for an experienced, detail-oriented IFA Administrator to join their small and dynamic team.

This is a fully remote role where you’ll play a key part in improving operational efficiency, building strong relationships with providers, and helping the wider team deliver an exceptional service to clients with significant and often complex financial needs.

· Owning and improving provider relationships, becoming a go-to contact for queries and resolutions

· Managing and organising client documentation and digital files using CRM and document management systems

· Supporting advisers and paraplanners by preparing files and chasing providers and other third parties

· Ensuring all documentation is accurate, compliant and complete

· Helping keep money moving efficiently through the advice and implementation process

· Participating in regular virtual team meetings and quarterly in-person meetups

· Previous experience within a financial planning or IFA administration role

· Someone who is passionate about joining a growing business and contributing to its future

· A genuine desire to learn, develop and get involved in the broader business

· Confidence communicating with providers and third parties to resolve queries

· Comfortable working independently within a remote environment

· Strong organisational skills, attention to detail and good judgement

· Tech-savvy and open to new ways of working within a modern, digital-first firm

If you’re looking for a forward-thinking financial planning business that values quality, personality and purpose as much as process, this could be a brilliant next step.