IFA Administrator – Join a Thriving Wealth Management Firm | Career Growth + Hybrid Working | Part Time
Location: Cheltenham – Remote, 25 hours a week
Salary: £28,000 – £33,000 pro rata
Join a respected and client-centric Independent Financial Advisory (IFA) firm committed to delivering holistic financial planning to a loyal and growing client base. Known for its supportive culture, modern systems, and dedication to professional development, our firm offers a dynamic environment where your career can truly flourish.
Whether you’re an experienced IFA Administrator or looking to step up in a structured and regulated environment, this is your chance to join a high-performing team where your work is valued and your growth is supported.
Responsibilities
* As an IFA Administrator, you’ll be a key support to Financial Advisers and Paraplanners, ensuring clients receive a seamless, compliant, and professional service.
* Prepare and process new business applications across pensions, investments, protection, and platforms
* Maintain accurate client records on CRM systems
* Liaise with product providers for valuations, policy information, and ongoing servicing
* Generate client reports, illustrations, and letters using provider tools and templates
* Support compliance processes including Anti-Money Laundering (AML) checks and GDPR requirements
* Handle day-to-day client communications in a professional and proactive manner
Requirements
* We’re looking for a highly organised and detail-oriented individual who thrives in a fast-paced financial planning environment.
* Previous experience in an IFA, Wealth Management or Financial Planning firm
* Solid understanding of financial products including pensions, ISAs, bonds, and protection
* Familiarity with industry platforms and provider portals
* Confident using back-office systems
* Excellent communication and interpersonal skills
* Strong administrative, organisational and time management abilities.
#J-18808-Ljbffr