Job Title

Could you step into a role where trust and stability still mean something?Apply below after reading through all the details and supporting information regarding this job opportunity.This is a full-time, fully remote position with one condition:You must live within 20 miles of Ascot (SL5).Not because were checking up on you, but because relationships matter here.The Principal Adviser likes to meet up face-to-face every now and then (weekly or fortnightly at first, then less frequently) for a coffee, a catch-up, and a proper discussion about the week ahead.What youll actually do:You wont just be pushing paper or checking boxes.Youll be the sole internal administrator in a lean, high-trust setup, working closely with the adviser to ensure everything runs like clockwork.That means:Submitting new business via TransactManaging client records and tasks in Intelligent Office (iO)Preparing documents for meetingsGenerating suitability reports using CATS templatesSelling down funds, issuing letters of authority, downloading valuations, and keeping everything neatly filed and up to dateThe adviser handles the advice.The paraplanning, compliance and reporting? All outsourced.Your role? Be the person who keeps the day-to-day running smoothly ,with minimal fuss and maximum attention to detail.Is this you?Youve probably worked in IFA admin for at least 4 years.You know how Transact works. Youve got a solid handle on iO.Youre self-motivated, organised, and dont need hand-holding.You like the sound of a role where youre trusted to get on with it ,and your work actually makes a difference.You also appreciate a quieter working life, one that values loyalty over hustle, clarity over chaos, and people over process.The package:Up to 38,000 salary, depending on experienceDiscretionary year-end bonus25 days holiday + 8 bank holidays (total 33)Pension: 3% employer / 5% employeeFlexible hours (within standard business hours)And perhaps more importantly - a handover from someone whos been doing the role for 14 years. That kind of continuity is rare. Interested?Message Mark Penswick on LinkedIn or email mark.penswick@antonygeorge.com for the full spec or a confidential chat.