We are a small, friendly Independent Financial Adviser (IFA) firm looking for an experienced and detail-oriented Administrator to join our team. This is a part-time, flexible role — ideal for someone with financial services experience who values independence and work–life balance.

• Prepare and update client information and valuations in Intelligent Office (IO).
• Support client review meetings and ensure client files are complete and compliant.
• Process new business applications and provider paperwork.
• Maintain accurate, well-organised client records.
• Handle general office administration, including scanning, filing, and responding to client queries.
• Liaise with providers and clients to ensure smooth, timely processing of all actions.

• Previous experience in an IFA, wealth management, or financial services environment.
• Familiarity with Intelligent Office (IO) or similar CRM/back-office systems preferred.
• Excellent attention to detail and strong organisational skills.
• Professional, reliable, and able to manage your own workload.
• Confident communicator, both written and verbal.

• Flexible working hours (up to 20 hours per week).
• Supportive, friendly small-firm environment.
• Opportunity to work independently and make a real impact.
• Competitive hourly rate (up to £18, depending on experience).
• Permanent, long-term position.