Job Title: Financial Services Administrator

Location: Remote

Salary:  £25,000 - £30,000

The Client

We have an exciting opportunity for a growing Independent Financial Advisory (IFA) business, they are looking to add an experienced Financial Services Administrator from a wealth management background to their team.

The Role of Financial Services Administrator - IFA

This is a client-focused and detail-oriented role, supporting advisers in delivering high-quality service and advice.

Key Responsibilities:

• Act as the first point of contact for new and existing clients, dealing with queries professionally and efficiently.
• Coordinate adviser review meetings, ensuring all are booked within appropriate timeframes.
• Prepare review letters and meeting packs ahead of client reviews.
• Maintain accurate and up-to-date client records on the CRM system.
• Process withdrawals, fund switches, and portfolio rebalancing instructions.
• Manage the submission and tracking of new business, including preparation of application and trust documents.
• Handle Letters of Authority and liaise with product providers to obtain and chase information.
• Draft suitability letters for ISAs, Investment Bonds, and Pension new business (replacement business experience is helpful but not essential).

The Person:

• Proven experience in an IFA support role is essential.
• The candidate must have 2Plan experience.
• Proficient in using CRM platforms.
• Strong attention to detail and ability to prioritise tasks effectively.
• Clear and confident communication skills.
• Able to work well both independently and as part of a small, collaborative team.
  
  

Keywords: Financial Advisor, IFA, Financial Services, Finance Administrator, Administrator, Financial Administrator, Remote Working, Wealth Management, Finacial Services Administrator

Bowdon Associates is a member of the Guild of Quality Employment Agencies and has agreed to adopt the compliance and recruitment standards that form the basis their code of conduct. A quality, transparent and responsible recruitment agency committed to raising the industry standards.