Part-Time IFA Administrator- Wealth Management London - Office Based (2-3 Days in the office)

Financial Divisions; City Of London; On-site; GBP 29,000 - 35,000; Part time

Job summary

A well-regarded financial planning firm in London is seeking an experienced IFA Administrator for a flexible part-time role. The ideal candidate will have previous experience in financial services and a strong knowledge of pensions and investments. This is an excellent opportunity to work in a supportive environment that promotes professional growth and work-life balance.

Benefits

Supportive team culture

Training and progression opportunities

Flexible work environment

Qualifications

• Previous experience in an IFA, wealth management, or financial planning firm is essential.
• Good knowledge of pensions, investments, and financial products is required.
• Ambition to develop technical skills would be an advantage.

Responsibilities

• Processing new business applications across pensions, investments, and protection.
• Preparing valuations, review packs, and meeting documentation.
• Maintaining accurate client records and updating internal systems.
• Liaising with providers and clients to obtain information and progress cases.
• Supporting advisers with technical administration.

Skills

Client-focused

Highly organised

Attention to detail

Proactive

Job description

The Role

Up to £35,000 (pro rata), Benefits

Are you an experienced IFA Administrator looking for a flexible part-time opportunity? We are working with a well-regarded financial planning firm in London who are looking to expand their support team with a professional and proactive administrator.

This is a great opportunity for a detail-focused individual seeking work-life balance within a supportive and professional environment.

Responsibilities

• Processing new business applications across pensions, investments, and protection.
• Preparing valuations, review packs, and meeting documentation.
• Maintaining accurate client records and updating internal systems.
• Liaising with providers and clients to obtain information and progress cases.
• Supporting advisers with technical administration, with scope to grow into report writing.

About You

• Previous experience in an IFA, wealth management, or financial planning firm (essential).
• Good knowledge of pensions, investments, and financial products.
• Highly organised with excellent attention to detail.
• Client-focused, professional, and proactive.
• Ambition to develop technical skills and progress would be an advantage.

What’s on Offer

• Salary up to £35,000 (DOE, pro rata).
• Supportive team culture with training and progression opportunities.
• This is a fantastic chance for a career-minded administrator who values flexibility alongside professional growth.
• Contact Sam at Financial Divisions.