Part-Time Financial Services Administrator

Search Consultancy; Bingley; On-site; GBP 25,000 - 30,000; Part time

Job summary

A recruitment agency in the UK is seeking a Part-Time IFA Administrator to support Independent Financial Advisers. This role involves client administration, compliance documentation, and operational support. The ideal candidate will have experience in financial services administration, strong organisational abilities, and proficiency in Microsoft Office and CRM systems. This position offers a flexible schedule with a minimum of 20 hours per week.

Qualifications

• Previous experience in financial services administration is preferred.
• Strong verbal and written communication skills.
• Ability to work independently and as part of a team.

Responsibilities

• Prepare and process new business applications for clients.
• Ensure compliance documentation meets regulatory standards.
• Schedule client meetings and manage adviser diaries.
• Communicate with product providers for necessary information.

Skills

Attention to detail

Organisational skills

Communication skills

Proficient in Microsoft Office

Ability to meet deadlines

Tools

CRM systems

Job description

Part-Time IFA Administrator

Salary: £25,000 - £30,000 (Pro-Rated)

Location: Bradford

Hours: Min 20 hours per week (flexible with days)

Role Overview

The IFA Administrator plays a key role in supporting Independent Financial Advisers by providing efficient administrative and client service support. This position ensures the smooth running of the advice process, compliance with regulatory requirements, and delivery of exceptional client experience.

Key Responsibilities

• Client Administration:
  • Prepare and process new business applications, including pensions, investments, and protection products.
  • Maintain accurate client records on CRM systems and update platforms as required.
  • Handle client queries promptly and professionally.
• Compliance & Documentation:
  • Ensure all documentation meets FCA and company compliance standards.
  • Assist with preparation of suitability reports and client packs.
  • Monitor and track cases through to completion, liaising with providers as necessary.
• Operational Support:
  • Schedule client meetings and manage adviser diaries.
  • Prepare meeting packs and ensure all relevant documentation is available.
  • Support with data entry, scanning, and filing tasks.
• Provider Liaison:
  • Communicate with product providers to obtain valuations, policy details, and resolve queries.
  • Chase outstanding information to ensure timely processing of applications.

Key Requirements

• Previous experience in financial services administration (IFA environment preferred).
• Excellent attention to detail and organisational skills.
• Proficient in Microsoft Office and CRM systems.
• Ability to work under pressure and meet deadlines.
• Strong communication skills, both written and verbal.

Personal Attributes

• Professional and client-focused approach.
• Ability to work independently and as part of a team.
• Proactive, reliable, and adaptable.

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.