Financial Services Administrator
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 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. 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. 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 ..... full job details .....
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