Part-Time IFA Administrator

2 weeks ago

Remote, United Kingdom SCJ Wealth Management Ltd Full time £11,570 - £27,500 per year

Approx. 3 hours per day (15 hours per week)

Equivalent FTE: £27,000

Location: Remote (UK-based)

Are you an experienced IFA administrator who values flexibility, variety, and the freedom to work from home?

We're looking for a reliable, organised and friendly IFA Administrator / PA to support an Independent Financial Adviser who is part of a national, award-winning financial advice firm. You'll work directly with the adviser to help deliver an outstanding service to clients — a mix of professionals, business owners and retirees.

The Role

This role combines IFA administration with some PA support, offering flexibility and interesting, varied work.

You'll be an integral part of a small, trusted team helping the adviser keep everything running smoothly behind the scenes.

Main responsibilities include:

  • Maintaining and updating the CRM (Intelligent Office)
  • Submitting and processing new business
  • Managing platform actions (fund switches, withdrawals, etc.)
  • Ensuring compliance requirements are completed accurately and on time
  • Preparing client correspondence and managing documentation
  • Diary and email management for the adviser
  • Liaising with clients and providers as needed

About You

We're looking for someone who enjoys being organised, efficient and dependable — and who takes pride in getting the details right.

You'll ideally have:

  • Previous experience in IFA administration or financial services support
  • Familiarity with Intelligent Office (Intelliflo) and platforms such as Transact, Fidelity, and Aberdeen desirable but not essential
  • Excellent attention to detail and organisational skills
  • A proactive approach with good communication and time management
  • Confidence working independently from home

The Details

  • Approx. 3 hours per day (15 hours per week)
  • Flexible working hours to suit your schedule
  • Work from home (UK-based)
  • Equivalent FTE salary: £27,000 (pro-rata)
  • Supportive, collaborative working relationship directly with the adviser
  • Potential for additional hours as the business grows

If you're an experienced administrator who enjoys variety, independence, and flexibility — and you want to make a difference in clients' financial lives — we'd love to hear from you.

Job Type: Part-time

Pay: From £11,570.00 per year

Expected hours: 3 per week

Benefits:

  • Flexitime
  • Work from home

Work Location: Remote

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