IFA Administrator

Join a thriving and client-focused Wealth Management firm that prides itself on delivering tailored financial advice with integrity, precision, and care. Known for our supportive team culture and commitment to work-life balance, we are seeking a highly organised IFA Administrator to join us on a part-time basis. This is a fantastic opportunity to contribute to a professional and purpose-driven environment while enjoying flexibility in your working week.

As a Part-Time IFA Administrator, you will support our Advisers and Paraplanners by ensuring the smooth running of back-office processes and client servicing. Your key duties will include:

• Preparing client review documentation and meeting packs

• Processing new business applications across pensions, investments, and protection products

• Liaising with providers for valuations and policy updates

• Maintaining accurate and compliant client records in CRM systems (e.g., Intelligent Office)

• Supporting the team with administrative tasks and client correspondence

• Ensuring a seamless post-sale client journey

We're looking for someone dependable, detail-oriented, and experienced in the financial advice sector. You'll ideally bring:

• Prior experience working in an IFA, Financial Planning, or Wealth Management setting (essential)

• Solid understanding of financial products such as pensions, ISAs, and investment platforms

• Proficiency in financial planning systems (e.g., Intelligent Office, Xplan, or similar)

• Excellent communication and organisational skills

• Strong command of Microsoft Office, particularly Excel and Word

• A collaborative attitude with the ability to manage your own workload

• Progression towards CII qualifications is advantageous but not essential

We recognise the importance of flexibility and wellbeing, and offer a package designed to support your professional growth and work-life balance:

• Salary: £30,000 - £40,000 (pro rata, based on experience)

• Part-Time Hours: 3 days per week (flexible days, within Mon-Fri)

• Location: Hybrid working model - typically 1 day in-office