Financial Planning Administrator
other jobs mbf.
Added before 5 hours
- England,West Midlands,Birmingham
- Part Time, Permanent
- £28,000 - £32,000 per annum, pro-rata, negotiable
Job Description:
IFA Administrator (Part-Time, Fully Remote)
Location: 100% Home-Based (UK Only)
Salary: Circa £30,000 Pro Rata (Negotiable DOE)
Working Pattern: 2-3 Days Per Week
We are currently supporting a highly successful, independent Financial Adviser in the appointment of an experienced IFA Administrator to join their growing business on a fully remote, part-time basis.
This is an excellent opportunity for a seasoned professional who is looking to reduce their working hours while continuing to play a key role within a high-quality, client-focused advisory firm.
The Business
Our client is a highly experienced Financial Adviser who has built a strong reputation working with a High Net Worth client base. Since launching the business nearly two years ago, they have experienced significant growth and ongoing success. Due to this continued expansion, they are now looking to make their second administrative hire to support the next phase of development.
The Role
Working closely with the Adviser, you will provide comprehensive administrative support across the full client journey. This is a varied and hands-on role requiring a high level of accuracy, organisation, and industry knowledge.
Key responsibilities will include:
* Preparing and processing new business applications
* Managing client documentation and records
* Liaising with providers and platforms
* Supporting report preparation and client reviews
* Handling client queries and maintaining excellent service standards
* Ensuring compliance and regulatory requirements are met
Requirements
* Minimum 5+ years’ experience in an IFA Administrator role within the UK
* Strong understanding of financial products, platforms, and processes
* Experience supporting HNW clients is highly desirable
* Excellent organisational and communication skills
* Ability to work independently in a fully remote environment
* Must be UK-based with full right to work in the UK
The Opportunity
* Fully remote, flexible working arrangement
* Ideal for experienced professionals seeking reduced hours
* Opportunity to work closely with a successful and growing Adviser
* Supportive, collaborative working relationship
* Competitive salary package, negotiable based on experience
If you are an experienced IFA Administrator looking for a flexible, part-time role within a high-quality and growing firm, we would be keen to speak with you.
Please apply or get in touch for a confidential discussion.
Location: 100% Home-Based (UK Only)
Salary: Circa £30,000 Pro Rata (Negotiable DOE)
Working Pattern: 2-3 Days Per Week
We are currently supporting a highly successful, independent Financial Adviser in the appointment of an experienced IFA Administrator to join their growing business on a fully remote, part-time basis.
This is an excellent opportunity for a seasoned professional who is looking to reduce their working hours while continuing to play a key role within a high-quality, client-focused advisory firm.
The Business
Our client is a highly experienced Financial Adviser who has built a strong reputation working with a High Net Worth client base. Since launching the business nearly two years ago, they have experienced significant growth and ongoing success. Due to this continued expansion, they are now looking to make their second administrative hire to support the next phase of development.
The Role
Working closely with the Adviser, you will provide comprehensive administrative support across the full client journey. This is a varied and hands-on role requiring a high level of accuracy, organisation, and industry knowledge.
Key responsibilities will include:
* Preparing and processing new business applications
* Managing client documentation and records
* Liaising with providers and platforms
* Supporting report preparation and client reviews
* Handling client queries and maintaining excellent service standards
* Ensuring compliance and regulatory requirements are met
Requirements
* Minimum 5+ years’ experience in an IFA Administrator role within the UK
* Strong understanding of financial products, platforms, and processes
* Experience supporting HNW clients is highly desirable
* Excellent organisational and communication skills
* Ability to work independently in a fully remote environment
* Must be UK-based with full right to work in the UK
The Opportunity
* Fully remote, flexible working arrangement
* Ideal for experienced professionals seeking reduced hours
* Opportunity to work closely with a successful and growing Adviser
* Supportive, collaborative working relationship
* Competitive salary package, negotiable based on experience
If you are an experienced IFA Administrator looking for a flexible, part-time role within a high-quality and growing firm, we would be keen to speak with you.
Please apply or get in touch for a confidential discussion.
Job number 3561960
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mbf.
mbf. was originally established as an agency which wanted to differentiate itself from the norm. In 2012 our business was set up with the primary focu...