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