Part-time Administrator / Paraplanner / Financial Adviser – Financial Advice Business
Looking to bring your financial planning expertise to a flexible role where you can make a real impact?
This is a fantastic opportunity to join a long-established and growing wealth management business that prides itself on personal service, integrity, and long-term client relationships.
Our Client
Our client is an established financial advisory firm offering tailored, holistic and independent advice. They provide an outstanding level of client care that is built on trust, transparency and genuine relationships.
This role offers the chance to work with long term clients without the requirement to sell or bring in new clients. Ideal for someone who takes pride in strong levels of service and advice.
The Role
As IFA Administrator, you’ll deliver exceptional administrative service to the existing client base. With the ability to give advice in certain areas when required – helping clients achieve their financial goals and feel confident about their future.
This is a broad, hands-on role, perfect for someone who enjoys variety and autonomy in a friendly, collaborative environment.
Key areas include:
• Building and maintaining strong, trusted client relationships.
• Conducting detailed fact-finds, reviews, and portfolio updates.
• Producing annual review / renewal packs
• Cashflow modelling
• Ensuring all advice and documentation meets regulatory and compliance standards.
• Managing monthly change of circumstance administration
About You
Ideally, you will already be a qualified Financial Adviser or working towards a Financial Adviser qualification (Diploma level), however candidates with solid experience in IFA administration will be considered without the qualifications. You’ll enjoy working as part of a small, dedicated team where your voice is heard and your input valued.
You’ll also bring:
• Strong communication and relationship-building skills.
• A balance of analytical thinking and empathy for client needs.
• Excellent organisational and time management skills.
• Confidence working independently while collaborating closely with colleagues.
• A commitment to ongoing development and maintaining CPD.
What’s on Offer
• Salary dependant on experience and open to negotiation for qualified candidates
• Flexible remote working with a pattern of (circa) 4/5 hours per day, 4/5 days per week.
• Opportunity to work directly with the business leader in a small, supportive team
• Flexible approach for the right person
Please apply using the button below
*Full time equivalent – actual salary will depend on hours worked
We're really good at keeping our job board up to date, so if the link for this role works, we are still accepting applications and we'd love you to apply.