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Permanent

IFA Administrator - Part-Time / Remote

Wiltshire
money-bag 20800.00-20800.00 Annual
3215541493
Posted 2 days ago

Part-Time IFA Administrator - Remote Pay: £16-£20 per hourLocation: Fully Remote (UK)Hours: Part-Time, Flexible Working HoursContract: Employed or Self-Employed Considered Experienced in IFA administration and looking for something a little more flexible? I''m working with an independent Financial Adviser who is looking for an experienced Administrator to provide part-time support with the day-to-day running of his business. With an established client bank of approximately 400 clients, the Adviser currently manages the business independently and is now looking to bring in someone he can rely on to take ownership of the administration and keep things running smoothly. He''s particularly keen to find someone who already understands how an IFA practice operates, can work confidently without constant supervision and enjoys having responsibility for their own workload. In return, he''s offering a genuinely flexible working arrangement, with the freedom to organise your hours around other commitments. What you''ll be doing You''ll provide day-to-day administrative support across the financial planning process, helping to ensure clients receive a professional and efficient service. Your responsibilities will include: Managing client correspondence and responding to routine enquiries. Supporting new client onboarding and maintaining accurate client records. Processing new business applications and third party liaison. Monitoring the new business pipeline and progressing ..... full job details .....

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