Part-Time Administrator - IFA Firm (Near Banbury)

Position: Administrator
Location: Near Banbury
Days: Tuesday, Wednesday, Thursday
Hours: 9:00 AM - 5:00 PM
Salary: Up to £28,500 pro-rata
Experience Required: Previous experience working in an Independent Financial Advisor (IFA) firm is essential

About the Role
We are seeking an experienced IFA Administrator to join a professional Independent Financial Advisor firm on a part-time basis. This role requires a detail-oriented individual with a strong understanding of IFA operations.

Key Responsibilities

* Liaising with clients to gather personal and policy information and updating records.

* Scheduling and managing client meetings, preparing required documentation, and handling follow-up tasks.

* Communicating with providers to obtain quotations, illustrations, and transfer values.

* Overseeing compliance processes, including AML checks and maintaining regulatory standards.

* Managing client records via CRM, ensuring accuracy and updates are maintained.

* Assisting with pension transfers, annuity arrangements, and drawdown setups.

* Administrative tasks such as processing Adviser Charges, organising invoices, and maintaining office supplies.

Required Skills and Experience

* Proven experience within an IFA environment is mandatory.

* Strong organisational and administrative skills.

* Proficient in using CRMs and financial systems relevant to the IFA sector.

Why Apply?

* Work as part of a professional, dedicated team.

* Part-time hours with a competitive salary.

How to Apply
If you meet the required experience and are interested in this role, apply now with your CV