1,429

Back Office jobs in United States

IFA Administrator

Ortus PSR Ltd.

City Of London
On-site
GBP 30,000 - 40,000
30+ days ago
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IT Support Analyst

itsu

Greater London
On-site
GBP 30,000 - 40,000
30+ days ago

Commercial Risk Analyst (Low Carbon Solutions)

Petroineos Trading Limited

Greater London
On-site
GBP 80,000 - 100,000
30+ days ago

Vice President, Senior Incident Response Analyst

MUFG Bank, Ltd.

Greater London
Hybrid
GBP 60,000 - 90,000
30+ days ago

Vice President, Senior Incident Response Analyst

WeAreTechWomen

Greater London
On-site
GBP 70,000 - 90,000
30+ days ago
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Financial Planning Administrator – Wealth Management, Cheam, Surrey, 32,000 – 40,000 (DOE)

Financial Divisions

Cheam
On-site
GBP 32,000 - 40,000
30+ days ago

Commercial Risk Analyst

Petroineos Trading Limited

Greater London
On-site
GBP 80,000 - 100,000
30+ days ago

Financial & Operations Manager

Voltis

Greater London
On-site
GBP 80,000 - 100,000
30+ days ago
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Administrator

2i Recruit Ltd

Godalming
On-site
GBP 60,000 - 80,000
30+ days ago

Vice President, EMEA Red Team Lead

MUFG

Greater London
On-site
GBP 100,000 - 125,000
30+ days ago

Financial Services Administrator - 6-Month Maternity Cover

Office Angels

Colchester
On-site
GBP 28,000 - 30,000
30+ days ago

In-house Leveraged Finance Lawyer (Hybrid)

Michael Page (UK)

City Of London
On-site
GBP 70,000 - 90,000
30+ days ago

Quantitative Researcher | Trading team

P2P

City Of London
On-site
GBP 60,000 - 80,000
30+ days ago

Senior Paraplanner

Clear IT Recruitment

Knaphill
On-site
GBP 42,000 - 50,000
30 days ago

Senior Paraplanner

Clear IT Recruitment

England
On-site
GBP 40,000 - 50,000
30+ days ago

Independent Financial Adviser

IDEX Consulting

Birmingham
On-site
GBP 60,000 - 75,000
30+ days ago

Staff Infrastructure Engineer (AWS) - Engine by Starling

Starling Bank

Manchester
On-site
GBP 80,000 - 100,000
30+ days ago

Accounts Payable Assistant

bpha

Bedford
On-site
GBP 25,000 - 30,000
30+ days ago

Collections Executive

Mondelēz International

Birmingham
Hybrid
GBP 30,000 - 40,000
30+ days ago

Administrator/Paraplanner - Ipswich

Blakemore Recruitment

Ipswich
On-site
GBP 30,000 - 40,000
30+ days ago

Director, UK Global Liquidity Relationship Management

PowerToFly

Greater London
Hybrid
GBP 70,000 - 100,000
30+ days ago

Field Sales Representative ( Constantine )

Yassir

Greater London
On-site
GBP 40,000 - 60,000
30+ days ago

Software Engineer III - C++ Senior Associate

JPMorgan Chase & Co.

Greater London
On-site
GBP 70,000 - 90,000
30+ days ago

Senior Manager Change Management, Organisation Workforce Transformation, Human Capital

Deloitte LLP

Greater London
Hybrid
GBP 80,000 - 100,000
30+ days ago

Credit Controller (on-site)

Technogym USA United States

Bracknell
On-site
GBP 30,000 - 40,000
30+ days ago
IFA Administrator
Ortus PSR Ltd.
City Of London
On-site
GBP 30,000 - 40,000
Part time
30+ days ago

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

* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.