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- Tasks: Support financial advisers and ensure smooth back-office processes.
- Company: Join a client-focused Wealth Management firm with a supportive culture.
- Benefits: Flexible part-time hours, competitive salary, and professional growth opportunities.
- Why this job: Make a real impact in a purpose-driven environment while enjoying work-life balance.
- Qualifications: Experience in financial advice and strong organisational skills required.
- Other info: Hybrid working model with excellent career progression potential.
The predicted salary is between 18000 - 24000 £ per year.
Part-Time IFA Administrator (3 Days a Week) | Wealth Management Support
Company Overview
Join a thriving and client-focused Wealth Management firm that prides itself on delivering tailored financial advice with integrity, precision, and care. Known for our supportive team culture and commitment to work-life balance, we are seeking a highly organised IFA Administrator to join us on a part-time basis. This is a fantastic opportunity to contribute to a professional and purpose-driven environment while enjoying flexibility in your working week.
Responsibilities
As a Part-Time IFA Administrator, you will support our Advisers and Paraplanners by ensuring the smooth running of back-office processes and client servicing. Your key duties will include:
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Preparing client review documentation and meeting packs
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Processing new business applications across pensions, investments, and protection products
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Liaising with providers for valuations and policy updates
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Maintaining accurate and compliant client records in CRM systems (e.g., Intelligent Office)
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Supporting the team with administrative tasks and client correspondence
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Ensuring a seamless post-sale client journey
Requirements
We’re looking for someone dependable, detail-oriented, and experienced in the financial advice sector. You’ll ideally bring:
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Prior experience working in an IFA, Financial Planning, or Wealth Management setting (essential)
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Solid understanding of financial products such as pensions, ISAs, and investment platforms
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Proficiency in financial planning systems (e.g., Intelligent Office, Xplan, or similar)
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Excellent communication and organisational skills
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Strong command of Microsoft Office, particularly Excel and Word
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A collaborative attitude with the ability to manage your own workload
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Progression towards CII qualifications is advantageous but not essential
Benefits
We recognise the importance of flexibility and wellbeing, and offer a package designed to support your professional growth and work-life balance:
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Salary: £30,000 – £40,000 (pro rata, based on experience)
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Part-Time Hours: 3 days per week (flexible days, within Mon–Fri)
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Location: Hybrid working model – typically 1 day in-office
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IFA Administrator employer: Ortus PSR Ltd.
Contact Detail:
Ortus PSR Ltd. Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial advice sector and let them know you're on the lookout for an IFA Administrator role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of financial products and systems like Intelligent Office. We want you to feel confident discussing your experience and how it aligns with the responsibilities of the role.
✨Tip Number 3
Showcase your organisational skills! During interviews, share examples of how you've managed workloads and supported teams in previous roles. This will highlight your ability to thrive in a collaborative environment.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace IFA Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your previous roles in IFA or Wealth Management, and don’t forget to showcase your proficiency with financial planning systems like Intelligent Office.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for our team. Mention your organisational skills and how you can contribute to a seamless client journey, as these are key for the IFA Administrator role.
Showcase Your Communication Skills: Since communication is crucial in this role, make sure to demonstrate your ability to convey information clearly in your application. Whether it’s through your CV or cover letter, let us see your strong command of language and attention to detail.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our supportive team culture!
How to prepare for a job interview at Ortus PSR Ltd.
✨Know Your Financial Products
Make sure you brush up on your knowledge of financial products like pensions, ISAs, and investment platforms. Being able to discuss these confidently will show that you understand the industry and can support the Advisers effectively.
✨Familiarise Yourself with CRM Systems
Since maintaining accurate client records is crucial, get to know systems like Intelligent Office or Xplan. If you can demonstrate familiarity with these tools during the interview, it’ll give you a leg up over other candidates.
✨Showcase Your Organisational Skills
Prepare examples of how you've managed your workload in previous roles. Highlighting your ability to stay organised and detail-oriented will resonate well with the team, especially since they value these traits in their IFA Administrator.
✨Ask Insightful Questions
At the end of the interview, don’t shy away from asking questions about the company culture or the team dynamics. This shows your genuine interest in the role and helps you assess if it’s the right fit for you too.
