IFA Administrator

Ortus PSR Ltd.; City Of London; On-site; GBP 30,000 - 40,000; Part time

Job summary

A wealth management firm in London is seeking a Part-Time IFA Administrator to support the Advisers and Paraplanners. This role involves preparing client documentation, processing business applications, and maintaining accurate records. The ideal candidate will have experience in financial services and strong communication skills. This position offers a flexible working schedule, typically three days a week, with a hybrid working model.

Benefits

Flexible working hours

Professional growth support

Qualifications

• Dependable and detail-oriented with experience in financial advice.
• Solid understanding of pensions, ISAs, and investment platforms.
• Ability to maintain accurate and compliant client records.

Responsibilities

• Prepare client review documentation and meeting packs.
• Process new business applications across financial products.
• Maintain accurate client records in CRM systems.
• Support the team with administrative tasks and client correspondence.

Skills

Prior experience in IFA or Wealth Management

Understanding of financial products

Proficiency in financial planning systems

Excellent communication skills

Strong command of Microsoft Office

Collaborative attitude and workload management

Tools

Intelligent Office

Xplan

Job description

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:

• Preparing client review documentation and meeting packs

• Processing new business applications across pensions, investments, and protection products

• Liaising with providers for valuations and policy updates

• Maintaining accurate and compliant client records in CRM systems (e.g., Intelligent Office)

• Supporting the team with administrative tasks and client correspondence

• 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:

• Prior experience working in an IFA, Financial Planning, or Wealth Management setting (essential)

• Solid understanding of financial products such as pensions, ISAs, and investment platforms

• Proficiency in financial planning systems (e.g., Intelligent Office, Xplan, or similar)

• Excellent communication and organisational skills

• Strong command of Microsoft Office, particularly Excel and Word

• A collaborative attitude with the ability to manage your own workload

• 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:

• Salary: £30,000 – £40,000 (pro rata, based on experience)

• Part-Time Hours: 3 days per week (flexible days, within Mon–Fri)

• Location: Hybrid working model – typically 1 day in-office