Part-Time Financial Administrator

1 week ago


Greater Brighton and Hove Area, United Kingdom Axis Wealth Management Ltd Full time £18,000 - £36,000 per year

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 Responsibilities

  • Prepare 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 You

  • Previous 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 Offer

  • Flexible working hours (up to 20 hours per week).
  • Supportive, friendly small-firm environment.
  • Opportunity to work independently and make a real impact.
  • Competitive hourly rate (up to £18, depending on experience).
  • Permanent, long-term position.


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