We are a highly successful and forward-thinking Independent Financial Advisory (IFA) business. Our office is a fast-paced and demanding environment where priorities frequently change, requiring an individual who can manage a busy workload with composure. We operate to exceptionally high standards and require absolute precision in everything we do.

While we take our work and our standards seriously, we pride ourselves on maintaining a down-to-earth, supportive, and friendly office culture. We are a small, collaborative team that values a positive workplace dynamic and excellent team spirit. We are now looking for a capable Administrator (for 16-20 hours per week) to work closely alongside our Office Manager/EA to support the smooth daily running of the practice.

Duties and responsibilities

• Providing administration support to the team
• Managing incoming calls
• Sorting and managing incoming post
• Communicating with clients
• Liaising with external partners
• Assisting with documentation and filing
• Any other administrative duties as required

(This list is not exclusive and will change on an ad-hoc basis as your skill & knowledge grow)

Going forward you will have the opportunity to develop paraplanner support to include:

• Request valuations and quotes from providers
• Check information received from clients and providers
• Check compliance documents on file

Experience and qualifications

This is a fantastic opportunity to work as a part-time Financial Services Administrator for a motivated team. This varied and rewarding role would suit an individual who has the following skills and qualities:

• Highly effective workload management skills, with the ability to prioritise tasks in a fast-moving environment.
• Confident using IT systems.
• Strong initiative and a proactive approach to problem-solving, with the ability to work independently (full support and training will be provided).
• Meticulous attention to detail and a thorough, precise approach to work, taking personal pride in accuracy.
• Resilience under pressure, remaining calm and adapting seamlessly when priorities change at short notice.
• Excellent communication skills, with a personable, approachable manner and the confidence to liaise professionally with clients, colleagues, and external providers.
• Great work ethic, ambition, and a genuine eagerness to learn the operational side of the practice.