Part-Time IFA Administrator

Chesterfield

4 Days per Week

£30,000 FTE

Looking for a part-time role where you can use your financial planning experience without committing to a full-time week?

NJR Recruitment is delighted to be working with an established financial planning business in Chesterfield who are looking to appoint an experienced IFA Administrator to support one Adviser within the practice.

This is an excellent opportunity for someone who enjoys the client and technical side of financial planning administration and is looking for a supportive environment where they can become a key part of the Adviser’s day-to-day operation.

The Role

Working closely with one Adviser, you will provide comprehensive administrative support across the financial planning process, helping to ensure clients receive a smooth and professional service.

Your responsibilities will include:

• Providing day-to-day administration support to the Adviser
• Preparing and maintaining client documentation
• Processing new business and ongoing client servicing requirements
• Liaising with providers and third parties
• Assisting with pensions, investments and other financial planning matters
• Preparing information and documentation for client meetings
• Maintaining accurate client records
• Supporting the Adviser with general financial planning administration
• Communicating with clients and helping with queries when required

About You

We are looking for someone who has previous experience within financial planning / IFA administration and understands the processes involved in supporting an Adviser.

You don't necessarily need to be highly technical, but you will need a good understanding of financial planning administration and be confident dealing with clients, providers and documentation.

You will ideally be:

• Experienced within an IFA / financial planning environment
• Organised with excellent attention to detail
• Comfortable working independently and managing your own workload
• Confident communicating with clients and providers
• A strong administrator who takes pride in getting things right
• Looking for a 4-day working week

What's on Offer?

• 4 days per week
• £30,000 FTE
• Discretionary Bonus Scheme
• Chesterfield location
• The opportunity to work closely with one Adviser
• A varied financial planning administration role
• A friendly and established working environment
• A genuine opportunity to find a better work-life balance while remaining within financial services

Interested?

If you're an experienced IFA Administrator looking for a 4-day week in Chesterfield, we'd love to hear from you.

Apply today or contact NJR Recruitment quoting NJR17026 for a confidential conversation.