Why join Everwealth?
This isn't a role where you'll become employee number 250 in a large corporate machine.
You'll be joining a growing independent financial planning firm at an exciting stage of its journey, working directly alongside the two founding directors to help shape the way the business operates. We specialise in retirement and pension planning for clients aged 50+ across Suffolk, Essex, Norfolk, Cambridgeshire and beyond, built on a boutique, quality-over-volume model.
We believe great client service starts with great people. That means giving our team the tools, flexibility and trust to do the job well, encouraging new ideas and investing in personal development.
As a key early hire, you'll have genuine influence over how the business evolves. If you enjoy improving processes, embracing technology and working closely with a small team where your work genuinely makes a difference, we'd love to hear from you.
How we work: You'll have a direct line to both directors, the systems to run smoothly from home, and real autonomy over your day.This will suit someone who's happy and productive working independently, with occasional in-person catch-ups to stay connected.
The role
We're recruiting an experienced IFA Administrator to support our advisers with the full administration process, ensuring a smooth and compliant client journey from start to finish.
Key responsibilities include:
- Preparing and processing new business applications
- Liaising with product providers and advisers
- Maintaining accurate client records and back-office systems
- Chasing outstanding requirements and managing workflows
- Supporting advisers with pre- and post-meeting administration
- Identifying and adopting new technology that can streamline and improve how we work
The ideal candidate
- Previous experience as an IFA Administrator (essential)
- Experience of XPlan or similar back-office systems (desirable)
- Comfortable managing multiple cases simultaneously
- Good understanding of financial planning products (pensions, investments, protection)
- Strong organisational and communication skills
- High attention to detail and strong compliance awareness
- Friendly and professional, able to deal confidently with providers and clients
- Self-motivated and genuinely comfortable working remotely, without an office team around you
- Able to work independently and take full ownership of your workload
- Motivated to improve processes rather than simply follow them
- Comfortable using technology and willing to learn new systems
What's on offer
- Competitive salary (£27,000–£32,000 FTE, pro-rata, depending on experience)
- Home-based working — no commute, and real control over your day
- Part-time hours (20–30 per week) — school hours considered
- A direct line to both directors — no layers, no bureaucracy, quick decisions
- Ongoing professional development, including support towards the Level 4 Diploma in Regulated Financial Planning where it aligns with your goals
- Modern systems designed to reduce repetitive administration
- Genuine influence over how the firm grows, working directly with the directors
- Long-term career progression as the business expands
Pay: £27,000.00-£32,000.00 per year
Benefits:
Work Location: Hybrid remote in Ipswich (Suffolk)
