PA / Administrator (Financial Services / Wealth Management) in Chalfont Saint Peter

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 Adviser
• Managing client communications via telephone and email
• Coordinating appointments, reviews and diary management
• Preparing documentation before and after client meetings
• Producing correspondence, letters and client communications
• Updating and maintaining CRM and back-office systems
• Recording and maintaining accurate client information and audit trails
• Liaising with clients, providers and third parties to obtain information and progress actions
• Supporting workflow management and ensuring tasks are completed efficiently
• Assisting with compliance processes and maintaining FCA-related records
• Helping improve business efficiency through effective administration and organisation
• Acting as a trusted support person, helping prioritise workloads and track outstanding actions

Are 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 role
• Experience supporting advisers or consultants with day-to-day administration
• Strong diary management and appointment coordination skills
• Experience preparing client documentation, correspondence and meeting packs
• Excellent organisational skills and exceptional attention to detail
• Strong written and verbal communication skills
• A professional, friendly and client-focused approach
• High levels of discretion, integrity and confidentiality
• Good working knowledge of Microsoft Word and Excel
• Experience using CRM or financial services back-office systems
• The ability to learn new systems and processes quickly
• A proactive attitude and willingness to take ownership of responsibilities
• An understanding of the importance of compliance, accurate record keeping and FCA-regulated processes

Employment references, credit check, and criminal record (DBS) check will be required due to the nature of work.

It would be advantageous if you have:

• Experience using integrated financial services back-office systems
• An interest in technology, process improvement and AI-assisted tools

What's in it for you?

• Competitive hourly rate of £14.00-£22.00 per hour, depending on experience
• Part-time position with approximately 23 hours per week
• Flexible working pattern (3 full days, 4 shorter days or 5 shorter days considered)
• Hybrid working arrangement following successful onboarding and training
• Opportunity to work closely with an adviser with over 30 years of industry experience
• Future salary review / Bonus possibility based on contribution and performance
• 20 days' annual leave + bank holidays (Pro-rated in hours for part-time), with scope for review over time
• Auto-enrolment pension scheme
• Structured onboarding and on-the-job training
• Friendly, professional and supportive working environment
• Opportunity to become a genuine right-hand support person within a growing business

What's next? It's easy! Click APPLY now! We can't wait to hear from you!