PA / Administrator (Financial Services / Wealth Management) | Chalfont St Peter, South Buckinghamshire (Hybrid Working) | Part-Time, Approx. 23 Hours Per Week | Flexible Working Pattern | £14.00–£22.00 per hour (DOE)
Are you an experienced Financial Services Administrator, IFA Administrator, Wealth Management Administrator or PA looking for a rewarding part-time opportunity within a professional, client-focused business?
Due to continued growth, our client is looking to recruit a proactive and highly organised PA / Administrator to provide vital support to an experienced Independent Financial Adviser with over 30 years of industry experience. This is a newly created position and a key appointment for the business. As the first dedicated support hire, you will play an important role in helping the practice operate efficiently, supporting clients, managing administration and enabling the adviser to focus on delivering excellent client outcomes and growing the business.
Our client is an established and highly respected financial planning and wealth management practice built on long-standing client relationships, trust and exceptional service. Many clients have been with the business for years, reflecting its personal approach and commitment to delivering positive outcomes. The successful candidate will become a key part of the business, supporting its continued growth while benefiting from a flexible and autonomous role with genuine long-term potential.
This opportunity would suit someone who already has experience within Independent Financial Advice (IFA), Financial Planning, Wealth Management or a similar regulated financial services environment and who understands the importance of professionalism, compliance, confidentiality and exceptional attention to detail. References will be required, and additional compliance and background checks may be undertaken in line with FCA and regulatory requirements.
What will your role look like?
- Providing administrative and PA support to the Independent Financial Adviser
- Managing client communications via telephone and email
- Coordinating appointments, reviews and diary management
- Preparing documentation before and after client meetings
- Producing correspondence, letters and client communications
- Updating and maintaining CRM and back-office systems
- Recording and maintaining accurate client information and audit trails
- Liaising with clients, providers and third parties to obtain information and progress actions
- Supporting workflow management and ensuring tasks are completed efficiently
- Assisting with compliance processes and maintaining FCA-related records
- Helping improve business efficiency through effective administration and organisation
- Acting as a trusted support person, helping prioritise workloads and track outstanding actions
Are you the right person for the job?
You will be a highly organised individual who enjoys supporting others, takes ownership of your work and understands the importance of accuracy within a regulated environment. You will be comfortable working independently once trained while maintaining excellent communication and client service standards.
You should have:
- A minimum of 2 years' experience in a Financial Services, IFA, Wealth Management or Financial Planning administration role
- Experience supporting advisers or consultants with day-to-day administration
- Strong diary management and appointment coordination skills
- Experience preparing client documentation, correspondence and meeting packs
- Excellent organisational skills and exceptional attention to detail
- Strong written and verbal communication skil