PA / Administrator (Financial Services / Wealth Management)

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)

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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 skills
A professional, friendly and client-focused approach
High levels of discretion, integrity and confidentiality
Good working knowledge of Microsoft Word and Excel
Experience using CRM or financial services back-office systems
The ability to learn new systems and processes quickly
A proactive attitude and willingness to take ownership of responsibilities
An understanding of the importance of compliance, accurate record keeping and FCA-regulated processes
Employment references, credit check, and criminal record (DBS) check will be required due to the nature of work
It would be advantageous if you have:
Experience using integrated financial services back-office systems
An interest in technology, process improvement and AI-assisted tools
What's in it for you?
Competitive hourly rate of £14.00£22.00 per hour, depending on experience
Part-time position with approximately 23 hours per week
Flexible working pattern (3 full days, 4 shorter days or 5 shorter days considered)
Hybrid working arrangement following successful onboarding and training
Opportunity to work closely with an adviser with over 30 years of industry experience
Future salary review / Bonus possibility based on contribution and performance
20 days' annual leave + bank holidays (Pro-rated in hours for part-time) , with scope for review over time
Auto-enrolment pension scheme
Structured onboarding and on-the-job training
Friendly, professional and supportive working environment
Opportunity to become a genuine right-hand support person within a growing business
Whats next? xwzovoh Its easy! Click APPLY now! We cant wait to hear from you!
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