Part-Time IFA Administrator – London (3 Days per Week)
Independent Firm | IO Experience Essential | Competitive Salary

I’m working exclusively with a well-established Independent Financial Adviser firm in London that is looking to appoint an experienced Part-Time IFA Administrator, working 3 days per week. This is an excellent opportunity for someone who wants a stable, long-term role within a supportive and professional environment.

The Role

As the IFA Administrator, you will provide high-quality support to advisers and paraplanners, ensuring smooth processing of client work and maintaining excellent standards of service. This is a hands-on role that requires someone confident working within an independent firm.

Key Responsibilities

• Confident use of Intelligent Office (IO), including diary management and the task workflow (essential)

• Preparing annual review packs and collating client information

• Submitting and tracking new business applications:

  • SIPPs

  • Pension switches

  • ISAs & GIAs

  • Protection applications

  • OIBs

• Liaising with platforms and providers including Morningstar, AJ Bell, James Hay, Royal London, and Investment Managers

• Updating client files, monitoring pipelines, and ensuring cases are completed efficiently

Experience Required

• Minimum of 3 years’ experience in an IFA or wealth management practice (essential)

• Strong working knowledge of IO (Intelligent Office)

• Confident dealing with multiple platforms and providers

• Excellent communication, organisation, and attention to detail

What’s On Offer

• Part-time role: 3 days per week

• Well-established, friendly, and supportive team

• Competitive salary aligned with experience

• Opportunity to join a reputable independent firm with a strong client focus

If you’re an experienced IFA Administrator looking for a flexible part-time role in London, I’d love to hear from you.