Financial Planning Administrator

Eden Rose • TRAFFIC • Remote (Surrey, Camberley, United Kingdom) • £28,000 - £35,000 / * • 23h ago

Part-Time IFA Administrator

Flexible Hours & Remote Working

Up to £35,000 pro rata

A fantastic opportunity has arisen for an experienced part-time IFA Administrator to join a well established and highly regarded Financial Services firm. The role offers flexibility - whether you're looking for 2 or 3days.

Initially, the role will be office based for the first 3 months to allow for comprehensive training and onboarding. After that, the position can be fully remote, with occasional office visits as needed.

This opening has arisen due to the firm's ongoing growth - its two Financial Planners receive regular weekly referrals without the need for marketing, resulting in a steady stream of business.

The Role:

You'll work alongside another administrator to support the Financial Planners, helping to ensure the day-to-day operations of the business run smoothly. This is a tight-knit, welcoming team offering a relaxed yet professional environment where you'll be treated like family.

The firm is open-minded about working hours, making this an excellent opportunity to achieve a great work-life balance.

To be considered for this IFA admin position:

Previous experience within an IFA or Financial Planning practice
Strong organisational and communication skills
Ideally confident working with Intelligent Office (IO)
Good understanding of pensions and investment products
A proactive and detail-oriented approach

Apply today to be considered for this flexible part-time IFA Admin opportunity. If suitable, one of our specialist consultants will be in touch to discuss the role in more detail and explore how it fits your background, skills, and motivations. Where relevant, we'll also highlight other opportunities that align with your experience.

Know someone else who might be a fit? Refer a friend or colleague and receive £200 if we help them secure a new position.

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