IFA Administrator - Part-Time / Remote in Swindon

Part-Time IFA Administrator - Remote

Experienced in IFA administration and looking for something a little more flexible?

I'm working with an independent Financial Adviser who is looking for an experienced Administrator to provide part-time support with the day-to-day running of his business.

With an established client bank of approximately 400 clients, the Adviser currently manages the business independently and is now looking to bring in someone he can rely on to take ownership of the administration and keep things running smoothly.

He's particularly keen to find someone who already understands how an IFA practice operates, can work confidently without constant supervision and enjoys having responsibility for their own workload.

In return, he's offering a genuinely flexible working arrangement, with the freedom to organise your hours around other commitments.

What you'll be doing

You'll provide day-to-day administrative support across the financial planning process, helping to ensure clients receive a professional and efficient service.

Your responsibilities will include

• Managing client correspondence and responding to routine enquiries.
• Supporting new client onboarding and maintaining accurate client records.
• Processing new business applications and third party liaison.
• Monitoring the new business pipeline and progressing outstanding cases.
• Maintaining client information and supporting ongoing servicing requirements.
• Managing administrative tasks and ensuring important actions are completed promptly.
• Working directly with the Adviser to keep the business organised and running efficiently.

What we're looking for

• Previous experience in an IFA, Financial Planning or Wealth Management administration role.
• A good understanding of financial services products, providers and administrative processes.
• Experience managing new business submissions, onboarding and pipeline activity.
• Strong organisational skills and attention to detail.
• Confidence communicating directly with clients and providers.
• The ability to work independently, use initiative and take ownership of tasks.
• Someone reliable, proactive and comfortable working without day-to-day supervision.
• Given the independent nature of the role, previous experience within an IFA environment is important.

Why consider this opportunity?

• Part-time flexibility: An opportunity to work reduced hours with flexibility around when those hours are completed.
• Fully remote: Work from home without the need to commute.
• A trusted role: You'll be given the freedom to manage your responsibilities and contribute directly to the smooth running of the business.
• A personal working relationship: You'll work directly with the business owner, with clear communication and minimal bureaucracy.
• Flexible contract options: Both employed and self-employed arrangements can be considered.

This opportunity could be particularly appealing if you're an experienced IFA Administrator looking to balance work with family commitments, other professional responsibilities or simply a different way of working.

The Adviser isn't looking for someone who needs constant direction.

He's looking for someone who understands the industry, takes pride in their work and can be trusted to get things done.