Part-Time Administrator (16 Hrs pw) For Independent Financial Adviser

Expat Wealth Advice
From £20,000 to £24,000 per annum full-time equivalent pro-rata basis
30 Sep 2017
03 Nov 2017
Contract Type
Full Time
Expat Wealth Advice - Bournemouth - Part-time AdministratorThe role is to provide part-time administration support for an IFA / business owner. This might be ideal for someone looking to study for adviser qualifications whilst working part-time, or someone with children looking to work around school hours!

Expat Wealth Advice is a small business providing independent financial advice to British retirees living in Europe, focusing on pensions and investments. We help most of our clients via phone, Skype and email as they live abroad.

Our clients have usually spent their working life building savings, investments and pensions. As we primarily advise retirees, we really are being trusted with their life savings.

As a result, we take very seriously our responsibility to provide our clients with the best advice and service, to help make sure they don't run out of money during retirement, and in many cases are ultimately able to pass on good inheritances to their loved ones and children. Whilst like all businesses we have to make a profit, our primary motivation is to help our clients, who have put their trust in us.

In your role, you will be responsible for co-ordinating new client onboarding and existing client servicing - liaising directly with clients, product providers and an external compliance department.

In doing so, ultimately it will be your job to make sure the business runs smoothly and clients receive great service.


  • This is a part-time position for 16 hours a week, working from our new office in Winton, Bournemouth.
  • There is some flexibility around how these hours are structured, but they must be spread over 4 days and work must take place during typical business hours.

  • The salary is 20,000 – 24,000 per year full-time equivalent. (Pay will be on a pro-rata basis)
Required Skills:

  • Very organised and methodical - you like following checklists and processes
  • Excellent with technology
  • Good phone manner with clients
  • Problem solver who will act pro-actively to resolve issues
  • Reliable with excellent references
Required Experience:

  • 2 years previous experience working for a financial adviser or
  • 2 years experience working for an investment or pension product provider (or other financial services experience where the work is very relevant to pensions and investments)
Example Work Tasks: (full job description will be provided to candidates ahead of interview)

  • Acting as the first point of contact for client phone calls and emails
  • Processing and pro-actively following through new business cases and pension LOAs
  • Managing client requests (for example withdrawals, change of address etc)
  • Drafting recommendation reports from templates provided (advanced paraplanning not expected)
  • Creating cash flow reports using software
  • Producing investment assessment reports using FE analytics software
  • Calling clients to pre-complete fact-finds and risk questionnaires
  • Scheduling client meetings for the adviser and preparing material for these meetings
  • Organising monthly client newsletter
  • Organising company support initiatives for charities
Please respond with your CV & a brief introduction about you, and include answers to these questions:

1. Describe your previous (or current) position and your responsibilities there.

2. Describe your experience (if any) with the tasks listed above in the job description.

3. Why are you interested in this position? I’d also like to know what your availability is (hours and days). And when you apply, be sure to include the word orange as the first word in your message (we get a lot of applications from people who haven't actually read what we've written about the role, so seeing who follows this instruction is a good way to see who has read the job spec).

Thanks in advance!

N.B. 1 - Please do NOT apply if you do not have the specific experience required - you will not be selected for an interview. We have received numerous applications with covering letters that must have taken considerable time to write, from people without any of the required experience, and sadly we have had to reject them all.

N.B. 2 - This is a direct advert from the employer - strictly NO recruitment consultants/agencies please.

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