Remote Financial Planning Administrator (JB5806) at Kontak Recruitment

• Our client is an independent cross-border Financial Adviser authorised in the UK, South Africa, and the US, who is building a distributed, remote-first advisory business. This is the first hire into the business, and therefore a high-trust, high-responsibility role.
• The successful candidate will work closely with the Founder to support a small portfolio of high-net-worth clients, managing administration, systems, and client execution across UK-regulated platforms. This role is ideal for someone who values flexibility, ownership, and long-term growth over rigid hours or a traditional office environment.
• This is not a call-centre or volume-processing role. Accuracy, discretion, and judgement are critical.

Minimum Requirements

Experience

• Experience within a financial services environment (administration, operations, paraplanning, or similar)
• Exposure to regulated environments, compliance processes, and detailed documentation
• UK financial planning experience is advantageous but not essential, full training will be provided

Qualifications (Advantageous, not mandatory)

• CFP designation or currently studying toward CFP
• Financial Planning, Finance, Accounting, or related qualification

Technical & Infrastructure Requirements

• Reliable, high-speed internet connection suitable for multiple systems and VoIP calls
• Secure, private home working environment (not shared or public internet)
• Ability to run multiple applications simultaneously
• Willingness to comply with strict data security and confidentiality protocols

Key Responsibilities

Core Administration & Operations

• End-to-end administrative support for a UK-focused financial planning practice
• Maintenance of UK CRM systems, including accurate record-keeping and regulatory documentation
• Preparation, processing, and follow-up of client instructions and financial transactions
• Liaison with UK providers, custodians, and third parties via phone and email
• Management of client onboarding, documentation, and ongoing service requirements

Client & Platform Support

• Access and administration of custodial and investment platforms (with trading permissions over time)
• Execution of fund switches, contributions, withdrawals, and portfolio-related instructions
• Handling sensitive, confidential financial and personal client data with discretion and care
• Acting as a professional point of contact for high-net-worth clients when required

Business Support & Growth

• Working in close partnership with the Founder to proactively resolve issues, not merely process tasks
• Identifying process improvements and contributing to more efficient systems as the business grows
• Potential to develop into a Paraplanner / Technical Support role over time, depending on experience and aptitude
• Supporting the future onboarding and training of junior administrative staff as the business scales

Working Style & Flexibility

• Fully remote role, based in South Africa
• Flexible working hours, with accountability measured on deliverables, not time logged
• Daily check-in via Teams to align priorities and progress
• Some availability during UK working hours is required for calls and provider interaction
• Flexibility to work non-traditional hours where needed, balanced with personal commitments