IFA Administrator
other jobs Ortus PSR
Added before 2 Days
- England,London,City of London
- Part Time, Permanent
- £30,000 - £40,000 per annum
Job Description:
Part-Time IFA Administrator (3 Days a Week) | Wealth Management Support
Company Overview
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.
Responsibilities
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
Requirements
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
Benefits
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
Company Overview
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.
Responsibilities
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
Requirements
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
Benefits
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
Job number 3073953
Increase your exposure to recruiters with ProJobs
Thousands of recruiters are looking for you in the Job Master profile database, increase your exposure 4 times with a ProJob subscription
You can cancel your subscription at any time.
metapel
Company Details:
Ortus PSR
Company size:
Industry:
Whether you are a Wealth Management or General Insurance professional looking for your next opportunity, or an organisation looking for new talent, ma...