Part-Time Financial Administrator

2 weeks ago


Brighton, United Kingdom Independent Financial Advisers Full time

We are a small, friendly Independent Financial Adviser (IFA) firm looking for an experienced and detail-oriented Administrator to join our team. This is a part-time, flexible role — ideal for someone with financial services experience who values independence and work–life balance.Key ResponsibilitiesPrepare and update client information and valuations in Intelligent Office (IO).Support client review meetings and ensure client files are complete and compliant.Process new business applications and provider paperwork.Maintain accurate, well-organised client records.Handle general office administration, including scanning, filing, and responding to client queries.Liaise with providers and clients to ensure smooth, timely processing of all actions.About YouPrevious experience in an IFA, wealth management, or financial services environment.Familiarity with Intelligent Office (IO) or similar CRM/back-office systems preferred.Excellent attention to detail and strong organisational skills.Professional, reliable, and able to manage your own workload.Confident communicator, both written and verbal.What We OfferFlexible working hours (up to 20 hours per week).Supportive, f...



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