Independent Financial Advisor (IFA)

📍 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

📍 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

Senior Administrator – Financial Services n- 12 month Fixed term contract 📍 Liskeard, Cornwall (Office-Based / Hybrid / Remote Options) 💼 Full-Time | Monday – Friday, 8:30am – 5:00pm About the Company We are a small, friendly and well-established Independent Financial Adviser (IFA) firm based in Liskeard. With a strong reputation for delivering high-quality, personalised financial advice, we pride ourselves on providing an exceptional level of service to our clients. Due to continued growth, we are now looking for an experienced Senior Administrator to join our team. The Role This is a key position within the business, providing vital support to both Advisers and the wider Administration team. You will play an important role in ensuring a smooth and efficient client journey from application through to completion. Key responsibilities include: Processing new business applications across a range of financial products Supporting Advisers and the Administration team with day-to-day tasks Monitoring protection cases from submission to completion Liaising with clients by phone regarding medical questionnaires and case progress Chasing providers to obtain updates and progress applications Keeping clients informed throughout the process Maintaining accurate and up-to-date records Assisting with general administrative duties as required About You We are looking for a proactive, professional and detail-oriented individual who thrives in a fast-paced environment. You will have: A minimum of 3 years’ experience in Financial Services administration (essential) Ideally, working knowledge of Intelligent Office (desirable) Excellent communication skills, both written and verbal A confident and professional telephone manner Strong organisational skills and attention to detail A positive, team-focused attitude Qualifications: No formal qualifications are required; however, any recognised Financial Services qualifications would be advantageous. The Package Salary: £28,000 – £35,000 per annum (depending on experience) 25 days annual leave + bank holidays Company pension scheme Work mobile phone (if required) Laptop/printer provided (if required) Flexible working options (office-based, hybrid, or remote considered) Why Join Us? Be part of a supportive and close-knit team Work within a reputable and growing IFA firm Opportunity to take ownership of your role and make a real impact Flexible working options to suit your lifestyle

Senior Administrator – Financial Services n- 12 month Fixed term contract 📍 Liskeard, Cornwall (Office-Based / Hybrid / Remote Options) 💼 Full-Time | Monday – Friday, 8:30am – 5:00pm About the Company We are a small, friendly and well-established Independent Financial Adviser (IFA) firm based in Liskeard. With a strong reputation for delivering high-quality, personalised financial advice, we pride ourselves on providing an exceptional level of service to our clients. Due to continued growth, we are now looking for an experienced Senior Administrator to join our team. The Role This is a key position within the business, providing vital support to both Advisers and the wider Administration team. You will play an important role in ensuring a smooth and efficient client journey from application through to completion. Key responsibilities include: Processing new business applications across a range of financial products Supporting Advisers and the Administration team with day-to-day tasks Monitoring protection cases from submission to completion Liaising with clients by phone regarding medical questionnaires and case progress Chasing providers to obtain updates and progress applications Keeping clients informed throughout the process Maintaining accurate and up-to-date records Assisting with general administrative duties as required About You We are looking for a proactive, professional and detail-oriented individual who thrives in a fast-paced environment. You will have: A minimum of 3 years’ experience in Financial Services administration (essential) Ideally, working knowledge of Intelligent Office (desirable) Excellent communication skills, both written and verbal A confident and professional telephone manner Strong organisational skills and attention to detail A positive, team-focused attitude Qualifications: No formal qualifications are required; however, any recognised Financial Services qualifications would be advantageous. The Package Salary: £28,000 – £35,000 per annum (depending on experience) 25 days annual leave + bank holidays Company pension scheme Work mobile phone (if required) Laptop/printer provided (if required) Flexible working options (office-based, hybrid, or remote considered) Why Join Us? Be part of a supportive and close-knit team Work within a reputable and growing IFA firm Opportunity to take ownership of your role and make a real impact Flexible working options to suit your lifestyle

Senior Administrator – Financial Services n- 12 month Fixed term contract 📍 Liskeard, Cornwall (Office-Based / Hybrid / Remote Options) 💼 Full-Time | Monday – Friday, 8:30am – 5:00pm About the Company We are a small, friendly and well-established Independent Financial Adviser (IFA) firm based in Liskeard. With a strong reputation for delivering high-quality, personalised financial advice, we pride ourselves on providing an exceptional level of service to our clients. Due to continued growth, we are now looking for an experienced Senior Administrator to join our team. The Role This is a key position within the business, providing vital support to both Advisers and the wider Administration team. You will play an important role in ensuring a smooth and efficient client journey from application through to completion. Key responsibilities include: Processing new business applications across a range of financial products Supporting Advisers and the Administration team with day-to-day tasks Monitoring protection cases from submission to completion Liaising with clients by phone regarding medical questionnaires and case progress Chasing providers to obtain updates and progress applications Keeping clients informed throughout the process Maintaining accurate and up-to-date records Assisting with general administrative duties as required About You We are looking for a proactive, professional and detail-oriented individual who thrives in a fast-paced environment. You will have: A minimum of 3 years’ experience in Financial Services administration (essential) Ideally, working knowledge of Intelligent Office (desirable) Excellent communication skills, both written and verbal A confident and professional telephone manner Strong organisational skills and attention to detail A positive, team-focused attitude Qualifications: No formal qualifications are required; however, any recognised Financial Services qualifications would be advantageous. The Package Salary: £28,000 – £35,000 per annum (depending on experience) 25 days annual leave + bank holidays Company pension scheme Work mobile phone (if required) Laptop/printer provided (if required) Flexible working options (office-based, hybrid, or remote considered) Why Join Us? Be part of a supportive and close-knit team Work within a reputable and growing IFA firm Opportunity to take ownership of your role and make a real impact Flexible working options to suit your lifestyle

Senior Administrator – Financial Services n- 12 month Fixed term contract 📍 Liskeard, Cornwall (Office-Based / Hybrid / Remote Options) 💼 Full-Time | Monday – Friday, 8:30am – 5:00pm About the Company We are a small, friendly and well-established Independent Financial Adviser (IFA) firm based in Liskeard. With a strong reputation for delivering high-quality, personalised financial advice, we pride ourselves on providing an exceptional level of service to our clients. Due to continued growth, we are now looking for an experienced Senior Administrator to join our team. The Role This is a key position within the business, providing vital support to both Advisers and the wider Administration team. You will play an important role in ensuring a smooth and efficient client journey from application through to completion. Key responsibilities include: Processing new business applications across a range of financial products Supporting Advisers and the Administration team with day-to-day tasks Monitoring protection cases from submission to completion Liaising with clients by phone regarding medical questionnaires and case progress Chasing providers to obtain updates and progress applications Keeping clients informed throughout the process Maintaining accurate and up-to-date records Assisting with general administrative duties as required About You We are looking for a proactive, professional and detail-oriented individual who thrives in a fast-paced environment. You will have: A minimum of 3 years’ experience in Financial Services administration (essential) Ideally, working knowledge of Intelligent Office (desirable) Excellent communication skills, both written and verbal A confident and professional telephone manner Strong organisational skills and attention to detail A positive, team-focused attitude Qualifications: No formal qualifications are required; however, any recognised Financial Services qualifications would be advantageous. The Package Salary: £28,000 – £35,000 per annum (depending on experience) 25 days annual leave + bank holidays Company pension scheme Work mobile phone (if required) Laptop/printer provided (if required) Flexible working options (office-based, hybrid, or remote considered) Why Join Us? Be part of a supportive and close-knit team Work within a reputable and growing IFA firm Opportunity to take ownership of your role and make a real impact Flexible working options to suit your lifestyle

Senior Administrator – Financial Services n- 12 month Fixed term contract 📍 Liskeard, Cornwall (Office-Based / Hybrid / Remote Options) 💼 Full-Time | Monday – Friday, 8:30am – 5:00pm About the Company We are a small, friendly and well-established Independent Financial Adviser (IFA) firm based in Liskeard. With a strong reputation for delivering high-quality, personalised financial advice, we pride ourselves on providing an exceptional level of service to our clients. Due to continued growth, we are now looking for an experienced Senior Administrator to join our team. The Role This is a key position within the business, providing vital support to both Advisers and the wider Administration team. You will play an important role in ensuring a smooth and efficient client journey from application through to completion. Key responsibilities include: Processing new business applications across a range of financial products Supporting Advisers and the Administration team with day-to-day tasks Monitoring protection cases from submission to completion Liaising with clients by phone regarding medical questionnaires and case progress Chasing providers to obtain updates and progress applications Keeping clients informed throughout the process Maintaining accurate and up-to-date records Assisting with general administrative duties as required About You We are looking for a proactive, professional and detail-oriented individual who thrives in a fast-paced environment. You will have: A minimum of 3 years’ experience in Financial Services administration (essential) Ideally, working knowledge of Intelligent Office (desirable) Excellent communication skills, both written and verbal A confident and professional telephone manner Strong organisational skills and attention to detail A positive, team-focused attitude Qualifications: No formal qualifications are required; however, any recognised Financial Services qualifications would be advantageous. The Package Salary: £28,000 – £35,000 per annum (depending on experience) 25 days annual leave + bank holidays Company pension scheme Work mobile phone (if required) Laptop/printer provided (if required) Flexible working options (office-based, hybrid, or remote considered) Why Join Us? Be part of a supportive and close-knit team Work within a reputable and growing IFA firm Opportunity to take ownership of your role and make a real impact Flexible working options to suit your lifestyle

Senior Administrator – Financial Services n- 12 month Fixed term contract 📍 Liskeard, Cornwall (Office-Based / Hybrid / Remote Options) 💼 Full-Time | Monday – Friday, 8:30am – 5:00pm About the Company We are a small, friendly and well-established Independent Financial Adviser (IFA) firm based in Liskeard. With a strong reputation for delivering high-quality, personalised financial advice, we pride ourselves on providing an exceptional level of service to our clients. Due to continued growth, we are now looking for an experienced Senior Administrator to join our team. The Role This is a key position within the business, providing vital support to both Advisers and the wider Administration team. You will play an important role in ensuring a smooth and efficient client journey from application through to completion. Key responsibilities include: Processing new business applications across a range of financial products Supporting Advisers and the Administration team with day-to-day tasks Monitoring protection cases from submission to completion Liaising with clients by phone regarding medical questionnaires and case progress Chasing providers to obtain updates and progress applications Keeping clients informed throughout the process Maintaining accurate and up-to-date records Assisting with general administrative duties as required About You We are looking for a proactive, professional and detail-oriented individual who thrives in a fast-paced environment. You will have: A minimum of 3 years’ experience in Financial Services administration (essential) Ideally, working knowledge of Intelligent Office (desirable) Excellent communication skills, both written and verbal A confident and professional telephone manner Strong organisational skills and attention to detail A positive, team-focused attitude Qualifications: No formal qualifications are required; however, any recognised Financial Services qualifications would be advantageous. The Package Salary: £28,000 – £35,000 per annum (depending on experience) 25 days annual leave + bank holidays Company pension scheme Work mobile phone (if required) Laptop/printer provided (if required) Flexible working options (office-based, hybrid, or remote considered) Why Join Us? Be part of a supportive and close-knit team Work within a reputable and growing IFA firm Opportunity to take ownership of your role and make a real impact Flexible working options to suit your lifestyle

Paraplanner (Open to nearly qualified) Salary: £35,000 – £40,000 (DOE) Location: Remote with Ad‑Hoc Office Visits Employment Type: Full-Time We’re looking for an enthusiastic and detail‑driven Paraplanner to support our growing team and provide high‑quality technical support to advisers. It’s a fantastic opportunity to gain real exposure, get involved in a wide variety of work, and progress your career — whether you're already experienced or developing as a Paraplanner. The role offers excellent flexibility: 🏡 Fully remote considered, with occasional ad‑hoc visits ⭐ The Opportunity You’ll join a team that values development, collaboration and technical excellence. With ongoing training, mentoring and CPD support, this role provides a clear pathway towards Level 6 if you're looking to advance your paraplanning career. 📅 Day-to-Day Responsibilities Deliver high-standard administrative and paraplanning support to advisers Ensure all work complies with FCA regulations and internal procedures Log and manage paraplanning requests efficiently Assist with new business processing across protection, investments, pensions and more Conduct product, provider and fund research Produce illustrations, quotes and supporting documentation Prepare cashflow modelling forecasts Draft suitability reports using full and accurate client data Liaise with advisers to finalise and amend reports Maintain thorough, compliant client records across internal systems Participate in continuous improvement initiatives Carry out CPD to meet regulatory and professional standards 🎓 Skills & Qualifications Essential: Level 4 Qualified (CII or equivalent) Minimum 2 years’ experience in financial services, including at least 1 year in a paraplanning role Strong computer literacy and understanding of back‑office systems Proven ability to work remotely and collaboratively Excellent communication, accuracy and attention to detail Desirable: Working toward Level 6 Experience drafting suitability reports Technical knowledge of pensions, investments and protection Previous experience supporting advisers within financial planning 🎁 What’s in It for You Up to £40,000 depending on experience 25 days holiday + bank holidays Life assurance & income protection Pension scheme Flexible benefits platform Supportive, flexible environment with excellent career development Genuine opportunity to progress to Level 6 Paraplanner Exposure to a growing, close‑knit Truro team ✨ Want to Grow Your Career in a Supportive Paraplanning Team? If you're passionate about delivering high-quality work, developing your skills — we’d love to hear from you.

Paraplanner (Open to nearly qualified) Salary: £35,000 – £40,000 (DOE) Location: Remote with Ad‑Hoc Office Visits Employment Type: Full-Time We’re looking for an enthusiastic and detail‑driven Paraplanner to support our growing team and provide high‑quality technical support to advisers. It’s a fantastic opportunity to gain real exposure, get involved in a wide variety of work, and progress your career — whether you're already experienced or developing as a Paraplanner. The role offers excellent flexibility: 🏡 Fully remote considered, with occasional ad‑hoc visits ⭐ The Opportunity You’ll join a team that values development, collaboration and technical excellence. With ongoing training, mentoring and CPD support, this role provides a clear pathway towards Level 6 if you're looking to advance your paraplanning career. 📅 Day-to-Day Responsibilities Deliver high-standard administrative and paraplanning support to advisers Ensure all work complies with FCA regulations and internal procedures Log and manage paraplanning requests efficiently Assist with new business processing across protection, investments, pensions and more Conduct product, provider and fund research Produce illustrations, quotes and supporting documentation Prepare cashflow modelling forecasts Draft suitability reports using full and accurate client data Liaise with advisers to finalise and amend reports Maintain thorough, compliant client records across internal systems Participate in continuous improvement initiatives Carry out CPD to meet regulatory and professional standards 🎓 Skills & Qualifications Essential: Level 4 Qualified (CII or equivalent) Minimum 2 years’ experience in financial services, including at least 1 year in a paraplanning role Strong computer literacy and understanding of back‑office systems Proven ability to work remotely and collaboratively Excellent communication, accuracy and attention to detail Desirable: Working toward Level 6 Experience drafting suitability reports Technical knowledge of pensions, investments and protection Previous experience supporting advisers within financial planning 🎁 What’s in It for You Up to £40,000 depending on experience 25 days holiday + bank holidays Life assurance & income protection Pension scheme Flexible benefits platform Supportive, flexible environment with excellent career development Genuine opportunity to progress to Level 6 Paraplanner Exposure to a growing, close‑knit Truro team ✨ Want to Grow Your Career in a Supportive Paraplanning Team? If you're passionate about delivering high-quality work, developing your skills — we’d love to hear from you.