Position details
SENIOR IFA ADMINISTRATOR
Location
Salary
Posted on
Reference
Salary
Posted on
Reference
Remote
£29000 - £32000 06/05/2026
NJR16684
£29000 - £32000 06/05/2026
NJR16684
DESCRIPTION
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
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
Apply Now
