Job Description
PA / Administrator (Financial Services / Wealth Management) | Chalfont St Peter, South Buckinghamshire (Hybrid Working) | Part-Time, Approx. 23 Hours Per Week | Flexible Working Pattern | £14.00£22.00 per hour (DOE)Are you an experienced Financial Services Administrator, IFA Administrator, Wealth Management Administrator or PA looking for a rewarding part-time opportunity within a professional, client-focused business?Due to continued growth, our client is looking to recruit a proactive and highly organised PA / Administrator to provide vital support to an experienced Independent Financial Adviser with over 30 years of industry experience. This is a newly created position and a key appointment for the business.
As the first dedicated support hire, you will play an important role in helping the practice operate efficiently, supporting clients, managing administration and enabling the adviser to focus on delivering excellent client outcomes and growing the business.Our client is an established and highly respected financial planning and wealth management practice built on long-standing client relationships, trust and exceptional service. Many clients have been with the business for years, reflecting its personal approach and commitment to delivering positive outcomes. The successful candidate will become a key part of the business, supporting its continued growth while benefiting from a flexible and autonomous role with genuine long-term potential.This opportunity would suit someone who already has experience within Independent Financial Advice (IFA), Financial Planning, Wealth Management or a similar regulated financial services environment and who understands the importance of professionalism, compliance, confidentiality and exceptional attention to detail.
References will be required, and additional compliance and background checks may be undertaken in line with FCA and regulatory requirements.What will your role look like?Providing administrative and PA support to the Independent Financial AdviserManaging client communications via telephone and emailCoordinating appointments, reviews and diary managementPreparing documentation before and after client meetingsProducing correspondence, letters and client communicationsUpdating and maintaining CRM and back-office systemsRecording and maintaining accurate client information and audit trailsLiaising with clients, providers and third parties to obtain information and progress actionsSupporting workflow management and ensuring tasks are completed efficientlyAssisting with compliance processes and maintaining FCA-related recordsHelping improve business efficiency through effective administration and organisationActing as a trusted support person, helping prioritise workloads and track outstanding actionsAre you the right person for the job?You will be a highly organised individual who enjoys supporting others, takes ownership of your work and understands the importance of accuracy within a regulated environment. You will be comfortable working independently once trained while maintaining excellent communication and client service standards.You should have:A minimum of 2 years' experience in a Financial Services, IFA, Wealth Management or Financial Planning administration roleExperience supporting advisers or consultants with day-to-day administrationStrong diary management and appointment coordination skillsExperience preparing client documentation, correspondence and meeting packsExcellent organisational skills and exceptional attention to detailStrong written and verbal communication skillsA professional, friendly and client-focused approachHigh levels of discretion, integrity and confidentialityGood working knowledge of Microsoft Word and ExcelExperience using CRM or financial services back-office systemsThe ability to learn new systems and processes quicklyA proactive attitude and willingness to take ownership of responsibilitiesAn understanding of the importance of compliance, accurate record keeping and FCA-regulated processesEmployment references, credit check, and criminal record (DBS) check will be required due to the nature of workIt would be advantageous if you have:Experience using integrated financial services back-office systemsAn interest in technology, process improvement and AI-assisted toolsWhat's in it for you?Competitive hourly rate of £14.00£22.00 per hour, depending on experiencePart-time position with approximately 23 hours per weekFlexible working pattern (3 full days, 4 shorter days or 5 shorter days considered)Hybrid working arrangement following successful onboarding and trainingOpportunity to work closely with an adviser with over 30 years of industry experienceFuture salary review / Bonus possibility based on contribution and performance20 days' annual leave + bank holidays (Pro-rated in hours for part-time), with scope for review over timeAuto-enrolment pension schemeStructured onboarding and on-the-job trainingFriendly, professional and supportive working environmentOpportunity to become a genuine right-hand support person within a growing businessWhats next? Its easy!
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