Financial Adviser jobs in Darwen

About Us:

At Heritage Wealth Solutions, we’re a friendly long-established financial advice firm passionate about helping our clients to achieve their financial goals. Recently, we’ve restructured and moved our offices from near Leeds to the fabulous village of Slaithwaite in the Colne Valley.

We take pride in building strong, lasting relationships with our clients and helping them secure long-term success. If you share our commitment to excellent service we’d love to hear from you.

About the Role:

We are seeking an experienced IFA Administrator to join our team. The candidate will play a pivotal role in supporting our advisers by ensuring the smooth day-to-day running of administrative processes and client servicing as well as providing general office support and ensuring compliance with financial regulations.

Key Responsibilities:

• Provide administrative support, including preparing reports, correspondence, and documentation.
• Process applications, transfers and other client-related documents efficiently and accurately.
• Liaise with providers and clients, ensuring seamless communication and excellent service.
• Work with investor platforms such as Aviva, assisting with client accounts and portfolio updates.
• Prepare documentation for client meetings, including valuations, reports, and letters of authority.
• Maintain and update client records using Intelligent Office.
• Providing other general office support, ensuring compliance with FCA regulations at all times

About You:

To succeed in this role, you will have:

• Proven experience in an IFA administration role or a similar role.
• Proficiency in using Intelligent Office and investor platforms such as Aviva.
• Strong understanding of financial products & services, including pensions and investments.
• A proactive and client-focused attitude.
• Excellent communication and interpersonal skills, with a friendly persona and can-do attitude.
• Good organisational and time-management skills, with keen attention to detail.
• Familiarity with FCA regulations and compliance requirements.

What We Offer:

• The opportunity to make a big difference in a small supportive and welcoming team.
• Opportunities for professional development and training.
• Competitive salary and benefits package.
• Flexibility and hybrid working options for better work-life balance, but you will be required to work at least two days a week in our offices

How to Apply:

If you meet the above criteria we’d love to hear from you. Please send your CV and a cover message - the sooner the better, but no later than 25th July.

Salary is pro rata - our ideal candidate will work 3 days a week - the majority of which will be office based, but occasional working from home is fine. We are open to candidates who are looking for a full time position too - please clearly state this in your application.

Heritage Wealth Solutions is an equal opportunities employer.

Job Types: Part-time, Permanent

Pay: £22,900.00-£31,000.00 per year

Expected hours: 22.5 – 37.5 per week

Application question(s):

• What is your experience of using Intelligent Office?
• What is your experience of using provider platforms such as Aviva?
• What are your motivations for applying for this role?

Work Location: Hybrid remote in Huddersfield HD7 5AL

Application deadline: 25/07/2025
Reference ID: HIFAAMD25