Part-time · Remote (UK-based) · Flexible hours
Why Veda Wealth?
Veda Wealth isn’t a run-of-the-mill IFA — we’re a small, growing financial-planning firm that puts transparency, evidence-based advice and deep client care ahead of everything else. We’re looking for someone who loves delighting clients—whether that’s by running proven processes flawlessly or spotting ways to make them even smoother.
What you’ll do
35 % - Keep the engine running – own the day-to-day admin: meeting scheduling, pipeline tracking, preparing client files and suitability reports, maintaining the CRM (Intelliflo/Iress or similar).
25 % - Delight our clients – act as first line of contact: respond to queries, chase providers, send progress updates that leave clients feeling looked-after and in control.
10 % - Build better processes – spot inefficiencies, document SOPs, and automate where possible (Excel/Sheets, Zapier, Power Automate, etc.).
20 % - Financial-planning prep – gather data, populate cash-flow models, draft advice pack sections, cross-check compliance points (FCA/COBS).
10 % - Strategic projects – marketing list hygiene, MI dashboards, research on new tech or regulatory changes, anything that pushes Veda forward.
About you
We’re open to two distinct profiles. Pick the one that fits you and tell us which that is in your application:
Track A – Experienced
- 2 + yrs in an IFA / DFM / platform admin role
- Confident with adviser software, platform workflows, and GDPR/FCA record-keeping
- Ready to take the reins with minimal hand-holding and mentor others as we grow
Track B – No Experience
- No industry experience needed, but you’re analytically sharp and eager to learn
- Enthusiastic, fast learner, hungry to study for industry exams and move into a manager or adviser role over time
- Thrive on feedback, love turning abstract guidance into slick processes
Decide which track you truly want before you hit send. If you’re experienced, we’ll lean on you to reliable and look after our clients and our business; if you’re brand new to the industry, we’ll invest heavily in you and expect to see you learn and grow. Either way, bring energy, rigour and a client-first mindset and we’ll do great things together.
Shared must-haves
- Warm, positive communication style — clients trust you instantly.
- Ruthless organisational skills; you hit deadlines without prompting.
- Tech-curious: comfortable across Microsoft 365, e-sign, and cloud tools.
- Integrity – you treat client data like crown jewels and speak up if something looks off.
Nice-to-haves
- Experience with cash-flow software (Timeline, Voyant, etc.).
- A good understanding of the Financial Advice process.
- Basic marketing or social-media experience.
What’s in it for you?
- Real influence – you’ll help shape our firm as it grows and have the opportunity to grow with the company if you want, or maintain a flexible part-time role that suits you.
- Flexible set-up – 16 hrs/week to start, fully remote (occasional in-person strategy days with any travel paid for) with the option of additional hours over time if desired.
- Growth path – funding for CII exams if you choose Track B, or a leadership trajectory if you’re Track A.
- Flexible, fair package – we’ll tailor salary, hours and benefits around your life and reward you openly for the value you create.
How to apply
Email [email protected] with:
- A CV.
- A short note telling us which track you’re aiming for and an example of when you delighted a client or improved a process.
If you fit the description above, we would love to hear from you. We’ll review applications as they arrive and respect your time with prompt, candid feedback.
Veda Wealth is an equal-opportunity employer and welcome applications from all backgrounds.
Job Type: Part-time
Pay: £24,000.00-£30,000.00 per year
Expected hours: No more than 16 per week
Benefits:
- Company pension
Schedule:
- Monday to Friday
Language:
- English (required)
Work Location: Remote
Reference ID: VedaWealthAdministrator
