Part Time IFA Administrator

Part-Time IFA Administrator - Radlett (3 Days per Week)

Independent Firm Competitive Salary

I'm working with a well-established Independent Financial Adviser firm in London that is looking to appoint an experienced Part-Time IFA Administrator, working 3 days per week. This is an excellent opportunity for someone who wants a stable, long-term role within a supportive and professional environment.

The Role

As the IFA Administrator, you will provide high-quality support to advisers and paraplanners, ensuring smooth processing of client work and maintaining excellent standards of service. This is a hands-on role that requires someone confident working within an independent firm.

Key Responsibilities

• Preparing annual review packs and collating client information
• Submitting and tracking new business applications:
• SIPPs
• Pension switches
• ISAs & GIAs
• Protection applications
• OIBs
• Liaising with platforms and providers including Morningstar, AJ Bell, James Hay, Royal London, and Investment Managers
• Updating client files, monitoring pipelines, and ensuring cases are completed efficiently

Experience Required

• Minimum of 3 years' experience in an IFA or wealth management practice (essential)
• Confident dealing with multiple platforms and providers
• Excellent communication, organisation, and attention to detail

What's On Offer

• Part-time role: 3 days per week
• Well-established, friendly, and supportive team
• Competitive salary aligned with experience
• Opportunity to join a reputable independent firm with a strong client focus