Experienced IFA administrator for an award-winning financial planning team
Posted 1 day ago by Smith & Wardle Financial Planning
Negotiable
Undetermined
Remote
London Area, United Kingdom
Summary: Smith & Wardle, a growing financial planning firm, is seeking an experienced IFA administrator to manage a busy pipeline in a remote, temporary role. The ideal candidate will have extensive knowledge of Aviva, Prudential, Quilter, and Transact, along with proficiency in Intelliflo Intelligent Office. This position requires someone who can work independently and efficiently without supervision. Flexibility in hours is offered, with an immediate start available for the right candidate.
Key Responsibilities:
- Keying transactions into platform provider websites accurately and efficiently.
- Handling new business applications, top-ups, switches, withdrawals, and transfers.
- Working across Aviva, Prudential, Quilter, and Transact on a daily basis.
- Utilizing Intelliflo Intelligent Office for managing cases, tasks, and client records.
- Collaborating closely with advisers and paraplanners to process cases end to end.
Key Skills:
- Several years of experience as an IFA administrator in a UK advice firm.
- Deep hands-on experience with Aviva, Prudential, Quilter, and Transact.
- Solid working experience of Intelliflo Intelligent Office.
- Attention to detail and pride in accurate keying and clean audit trails.
- Ability to work independently and manage a caseload without supervision.
- Clear communication skills with advisers and providers.
- Unrestricted right to work in the UK.
Salary (Rate): undetermined
City: London Area
Country: United Kingdom
Working Arrangements: remote
IR35 Status: undetermined
Seniority Level: undetermined
Industry: Other
Know Aviva, Pru, Quilter and Transact inside out? We need you. Smith & Wardle is a growing financial planning firm, and we’re looking for an experienced IFA administrator to help us keep pace with a busy pipeline. This is a remote, temporary role – and we’re especially keen to hear from people who’ve spent years doing this work and are now semi-retired, between permanent roles, or just looking for something flexible that plays to their strengths.
What you’ll be doing
Keying transactions into platform provider websites – accurately, efficiently and without needing someone looking over your shoulder. New business applications, top-ups, switches, withdrawals, transfers, the usual mix. You’ll be working across Aviva, Prudential, Quilter and Transact day to day, so deep, hands-on experience with all four is essential. You know the quirks of each platform, you know where things tend to go wrong, and you know how to get them right first time. Our workflow runs through Intelliflo Intelligent Office (iO), so you’ll need to be thoroughly at home in it – cases, tasks, client records, the lot. You’ll work closely with our advisers and paraplanners, picking up cases and processing them end to end. We’re not looking to train anyone up on the basics – we need someone who can hit the ground running from day one.
What we’re looking for
Several years’ experience as an IFA administrator in a UK advice firm, with genuine depth on Aviva, Prudential, Quilter and Transact, and solid working experience of Intelliflo iO. Beyond that, you’re someone who:
- Takes pride in getting the details right – accurate keying, clean audit trails, no loose ends
- Works well independently and doesn’t need hand-holding to stay on top of a caseload
- Communicates clearly with advisers and providers when something needs chasing or flagging
- Has an unrestricted right to work in the UK
If you’ve been doing this job for years and fancy staying in the game on your own terms, we’d love to hear from you.
What we offer
Fully remote, anywhere in the UK – though if you’re near Hitchin in Hertfordshire and fancy working from our office some or all of the time, that works too. Hours are flexible – up to full time if you want them, part time if that suits you better. This is a temporary role with an immediate start for the right person. Day rate negotiable based on experience. Interested? Drop me a message or comment below and I’ll be in touch.