IFA Administrator | Remote | Up to £66k+ Package

Chris_Hindle1

IFA Administrator | Remote | Up to £66k+ Package

This role is ideal for a highly organised administrator who enjoys taking ownership of client cases and delivering exceptional client service.

You’ll support our financial planners in implementing financial plans, managing client cases, and ensuring every detail is handled accurately.

If you enjoy working in a small, high-performing team that values quality, autonomy, and continuous improvement, we’d love to hear from you.

What’s In It For You?

We’ve designed this role to reward great work, support your well‑being, and give you the flexibility to thrive. This role has a potential total package value of £66,550+.

• Salary: £32,500 – £55,000 depending on experience
• Growth Allowance: 5% for personal and professional development
• Bonus: Up to 5% paid once yearly
• Wellbeing allowance: 4% of salary (cash equivalent)
• Pension: Employer contribution matched up to 7%
• Holiday: ~35 days (24 days + bank holidays + birthday + long service, with option to purchase additional)
• Reduced week: Finish at 3pm Fridays (35.5 hours)
• Remote working: Flexible hours + work abroad up to 90 days
• Sabbatical: One fully paid month every 3 years
• Health plan: Annual screening + medical cash plan
• Professional Development: Paid exams and additional training, if desired.
• Charity Days: Up to 2 charity days with the team annually
• Quarterly team meetups: South West England

About The Role

As an Administrator, you’ll play a key role in delivering an excellent client experience. You’ll support our financial planners by managing client cases, coordinating client meetings, and ensuring financial plans are implemented accurately. You will often be the first point of contact for clients, so professionalism, attention to detail, and clear communication are essential.

The Ideal Candidate

You take pride in producing high-quality work and recognise that exceptional client service sits at the heart of everything we do. You are proactive, highly organised, and meticulous in your attention to detail. You use your initiative confidently and remain calm and focused in a fast-paced environment with competing deadlines and a demanding workload.

Responsibilities

• Manage new client onboarding and account setup
• Implement financial planning recommendations (transfers, contributions, withdrawals)
• Review existing policies and prepare summary packs
• Act as the first point of contact for client queries
• Coordinate adviser diaries and client meetings
• Maintain accurate records across platforms and back-office systems
• Ensure client cases progress smoothly from start to finish

About Frazer James

Frazer James is a multi-award-winning independent financial planning firm based in Bristol. Since 2019, we’ve grown organically through word of mouth and strong client relationships, and now manage over £130m million on behalf of around 125 families.

We deliver highly personalised financial planning that helps clients plan with purpose, invest with clarity, and live with intention. Our team includes Certified Financial Planners, Chartered Paraplanners, and experienced support staff who genuinely care about the quality and impact of their work.

You’ll be joining a growing business that does things properly, values your voice, and trusts you to do great work from wherever you are.

Essential Requirements

• Location: Must be based in the United Kingdom and able to travel to Bristol occasionally for team days and meetings.
• Experience: A minimum of three years’ experience in an administrative or client support role within a financial advisory firm. Experience in a small, high-performing firm is strongly preferred, particularly where the focus is on delivering proper financial planning rather than product-led advice.
• Independent: Proven ability to work independently and manage client cases without close supervision, while maintaining high standards of accuracy and organisation.
• Adaptable: Able to operate effectively in a fast-moving environment where priorities evolve, and workloads shift.
• Tech-literate: Highly confident using modern digital tools and systems. Comfortable learning new platforms quickly and troubleshooting independently in a fully remote environment.
• Remote experience: Previous experience working from home in a remote role, with the discipline and communication skills required to operate effectively within a distributed team.
• Mindset: Takes pride in delivering excellent work and holding high personal standards. Proactive, accountable, and detail-focused, with a collaborative attitude that contributes positively to a small, high-performing team.

Desirable Preferences

• Systems: Familiarity with systems such as Fundment, Timeline, Voyant, CashCalc, Google Workspace, Wealthbox and MacOS will help you get up to speed quickly.
• Education: Strong academic background helpful but not essential.

How To Apply

Apply via LinkedIn Easy Apply.