Part-Time IFA Administrator (Hybrid) — Wealth Support

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

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.