Financial Planning Administrator

Description

IFA Administrator (Part-Time, Fully Remote)Location: 100% Home-Based (UK Only)Salary: Circa GBP30,000 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 BusinessOur 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 RoleWorking 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.

Ad ID: 5418060978