Part-Time Financial Services Administrator

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

Job summary

A financial services company in Bradford is seeking a Part-Time IFA Administrator to support Independent Financial Advisers with client administration and compliance tasks. This role requires at least 20 flexible hours per week and involves preparing new business applications, maintaining client records, and ensuring compliance with regulations. Ideal candidates will have experience in financial services administration, excellent attention to detail, and strong communication skills. The position offers a salary of £25,000 - £30,000, pro-rated based on hours worked.

Qualifications

• Previous experience in financial services administration, preferably in an IFA environment.
• Ability to work under pressure and meet deadlines.
• Strong written and verbal communication skills.

Responsibilities

• Prepare and process new business applications for pensions, investments, and protection products.
• Maintain accurate client records and handle queries promptly.
• Ensure all documentation meets compliance standards.

Skills

Attention to detail

Organizational skills

Communication skills

Proficient in Microsoft Office

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.

The Key Responsibilities of the Part‑Time IFA Administrator

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.

The Key Requirements of the Part‑Time IFA Administrator

• 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.