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....