Ifa administrator

Wakefield (Office-based) Part-time – 3 days per week

£32,300 FTE

About the Company

Our client is a boutique, client-focused financial planning firm based in Wakefield. They pride themselves on delivering a highly personalised, face-to-face service, building long-term relationships with clients and providing holistic advice across wealth management, pensions, protection and retirement planning.

With a strong emphasis on trust, care, and ongoing client engagement, the business takes a thoughtful and transparent approach to financial planning, supporting clients at every stage of their journey.

The Role

A fantastic opportunity has arisen for an experienced IFA Administrator to join a small, friendly and professional team on a part-time basis (3 days per week).

This is a key support role where you will work closely with Financial Advisers, helping to deliver a seamless and high-quality client experience.

Key Responsibilities

• Providing full administrative support to Financial Advisers
• Managing client records and maintaining accurate data
• Processing new business including pensions, investments and protection
• Preparing documentation for client meetings and reviews
• Liaising with providers and clients to obtain information and updates
• Supporting the end-to-end advice process

Key Requirements

• Essential: Strong experience using Intelliflo (IO)
• Previous experience within an IFA / Financial Planning environment
• Good knowledge of pensions, investments and financial products
• Excellent organisational skills and attention to detail
• Strong communication skills and professional client approach
• Ability to work independently within a small team

What’s on Offer

• Flexible, part-time working (3 days per week)
• Opportunity to join a close-knit, supportive business
• A client-centric firm that values quality over quantity
• Long-term stability within a well-established financial planning practice