Senior IFA Administrator

Remote

£29,000 – £32,000

NJR Recruitment are delighted to be working with a fast-growing, technology-driven Financial Planning firm who are looking to recruit an experienced Senior IFA Administrator to join their fully remote back-office team.

This is an exciting opportunity to join a modern and forward-thinking business, where you will play a key role in supporting advisers while also contributing to the ongoing development of processes and systems within a dynamic and evolving environment.

The Role

Working remotely as part of a collaborative team, you will take ownership of a range of administrative processes while supporting advisers and paraplanners to deliver an exceptional client experience.

As a senior member of the team, you will also contribute to improving workflows, mentoring colleagues, and enhancing operational efficiency.

Key responsibilities include:

• Processing new business across pensions, investments and protection
• Ongoing servicing of client plans, including fund switches and cash management
• Managing and tracking Letters of Authority
• Liaising with clients and product providers to progress cases
• Preparing client valuations and annual review documentation
• Mentoring and supporting junior team members where required

About You

Minimum 5+ years’ experience within an IFA / Financial Planning administration role

• Experience supporting advisers across a range of case types
• Previous experience in a senior or supervisory capacity desirable
• Highly organised with excellent attention to detail
• Strong communication skills and client-focused approach
• Ability to work independently in a remote environment
• Proactive, adaptable and solutions-focused mindset

What’s on Offer

• Salary £29,000 – £32,000 (depending on experience)
• Fully remote working
• 25 days holiday + bank holidays
• Pension scheme
• Health plan and death in service benefits (subject to service)
• Ongoing training, development and support with qualifications
• Opportunity to play a key role in a growing, forward-thinking business
• Long-term progression opportunities, including potential for team leadership

This is a fantastic opportunity for an experienced IFA Administrator looking to step into a senior, influential role within a progressive and technology-led financial planning firm.

For a confidential discussion, please contact NJR Recruitment quoting NJR16684