What you’ll get:
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
What you’ll be doing:
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
What we’re looking for:
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.
This is not your average wealth management firm.
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.
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