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