Looking for a structured, admin-focused role in wealth management with the flexibility to work from home three days a week? This is your chance to join a growing, forward-thinking firm offering the perfect balance of autonomy and team collaboration.
What is so appealing about this vacancy?
Work from home three days a week while staying connected with a great team in the office twice a week
Competitive salary with excellent benefits including pension, life assurance, and 25 days holiday
No qualifications needed – just strong IFA admin skills and attention to detail
Clear career development in a company that values its people
What You’ll Be Doing
Managing client transfers and keeping records up to date
Supporting advisers and clients, ensuring a smooth transition
Tracking and monitoring progress, handling queries efficiently
Keeping CRM systems updated and improving admin processes
Liaising with providers and internal teams to ensure seamless operations
Who We’re Looking For
IFA admin experience is the key to being part of a great team, knowing internally as the 'Secret Sauce'
Strong attention to detail and ability to manage multiple tasks
Confident communicator, comfortable liaising with clients and advisers
Good with Excel and CRM systems or quick to pick them up
If you’re looking for flexibility, stability, and career growth, apply now by contacting Liam in the first instance