IFA Wealth Management
Location: Near Chelmsford, Essex (hybrid/ flexible working)
Salary: Up to £35,000 (pro rata for part‑time)
Hours: Full‑time or Part‑time (minimum 3 days per week)
Holidays & Benefits: 23 days holiday + Christmas shutdown, pension, death in service benefit
We are working with a growing wealth management business based near Chelmsford, who are now looking to recruit an experienced administrator. They are flexible in the number of hours worked to a minimum of 3 days a week and will also offer hybrid working.
About the Role
You will play a pivotal part in supporting a highly regarded wealth management firm based near Chelmsford. This is an excellent role for someone with solid administration experience in an IFA setting, ready to develop technical knowledge and grow their career.
Reporting to senior advisers and paraplanners, your duties will include client service support, data and document management, diary coordination, preparing client documentation, and assisting paraplanners with research and case preparation.
The firm values development, flexibility and a supportive team environment.
About the Company
This is a well-established, independent wealth management business known for its personalised financial planning and investment advice. They have a client-centric approach, working with individuals, families and business owners to help them meet their long‑term financial goals. The team combines technical expertise with a collaborative culture, and they’re committed to professional development and high standards of service.
What You will Bring
- Previous administration experience in an IFA or financial services environment — essential
- Strong organisational skills and attention to detail
- Excellent communication skills, both written and verbal
- A proactive, client-focused attitude
Benefits
- Flexible working arrangements (including hybrid options)
- Choice of full‑time or part‑time working pattern
- Clear career pathway into paraplanning
- Generous benefits including holiday + Christmas break, pension, and death in service cover
For more information, please call David Morley on 07506799452.
Job Types: Permanent, Full-time
Pay: £30,000.00-£35,000.00 per year
Benefits:
- Bereavement leave
- Company events
- Company pension
- Cycle to work scheme
- Free parking
- On-site parking
- Sick pay
- Work from home
Flexible language requirement:
Experience:
- IFA Administration: 2 years (required)
Work Location: Hybrid remote in Chelmsford CM3 1LN
