Reed
Wakefield (Office-based)
Part-time – 3 days per week
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
To apply for this job please visit www.reed.co.uk.
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