Smart Independent Financial Advice Ltd

07/03/2026

Admin & Reception Support – West Kirby Office Based

We’re looking for a friendly, organised person to join our team in an office-based Admin & Reception role within our financial advice practice. You’ll be the first point of contact for our clients, helping to create a welcoming and professional experience, while also supporting a financial adviser and will writer with day-to-day admin tasks.

This role would suit someone who enjoys helping people, takes pride in being organised, and is keen to learn new skills. Experience in a financial advice or estate planning environment would be great, but what matters most to us is that you’re customer-focused and always willing to go the extra mile to provide excellent service.
What we’re looking for:

Comfortable using Microsoft Office (Word, Excel, Outlook)
Well organised with good attention to detail
Friendly and professional communication skills
A positive attitude and willingness to learn

If you have used systems like Dynamic Planner, Intelliflo Office, or Sure Will Writer, that’s a bonus - but not essential, as full training will be provided.

There may also be some travel to Essex for a short training course as part of the induction.

If you are looking for a stable, rewarding role within a supportive financial services team, whether you’re building a long-term career or bringing valuable experience to a well-established position, we would love to hear from you.

23 hours per week

Richard 07944648080
Email [email protected]
Address: 164 Banks Road, West Kirby, CH48 0RH

03/03/2026

Admin & Reception Support – West Kirby Office Based

We’re looking for a friendly, organised person to join our team in an office-based Admin & Reception role within our financial advice practice. You’ll be the first point of contact for our clients, helping to create a welcoming and professional experience, while also supporting a financial adviser and will writer with day-to-day admin tasks.

This role would suit someone who enjoys helping people, takes pride in being organised, and is keen to learn new skills. Experience in a financial advice or estate planning environment would be great, but what matters most to us is that you’re customer-focused and always willing to go the extra mile to provide excellent service.

What we’re looking for:

Comfortable using Microsoft Office (Word, Excel, Outlook)

Well organised with good attention to detail

Friendly and professional communication skills

A positive attitude and willingness to learn

If you have used systems like Dynamic Planner, Intelliflo Office, or Sure Will Writer, that’s a bonus - but not essential, as full training will be provided.

There may also be some travel to Essex for a short training course as part of the induction.

If you are looking for a stable, rewarding role within a supportive financial services team, whether you’re building a long-term career or bringing valuable experience to a well-established position, we would love to hear from you.

Richard 07944648080
Email [email protected]
Address: 164 Banks Road, West Kirby, CH48 0RH

26/11/2025

Pick your copy up at 164 Banks Road, West Kirby.
Or call / email and we will pop one in the post.
email: [email protected]
phone: 07944648080
office: 0151 673 1780
website: WWW.SMART-IFA.CO.UK

Smart Independent Financial Advice Ltd is an Appointed Representative of New Leaf Distribution Ltd. who are authorised and regulated by the Financial Conduct Authority. Number 460421.
Our services relate to certain investments whose prices are dependent on fluctuations in the financial markets beyond our control. Investments and the income from them may go down as well as up and you may get back less than the amount invested. Past performance cannot be used as a reliable prediction of future performance.
Inheritance tax planning and estate planning is not regulated by the Financial Conduct Authority (FCA)

Smart Independent Financial Advice Ltd specialise in providing unrestricted whole of market and independent financial advice.

02/10/2025

https://www.wirralglobe.co.uk/news/25511299.wirral-man-whose-life-saved-three-times-scoops-four-medals/?utm_term=Autofeed&utm_medium=Social&utm_source=Facebook&fbclid=IwZXh0bgNhZW0CMTEAAR6puh_-Ir7R9-auCx3CfqegfNb2sd6bmonqdslBQjqtTW5dVhDNEtoTuN5dBQ_aem_XStekgdYn_b_uO7eQwT3sg =1759403311

Richard Jones, from Greasby, was part of Team GB for the World Transplant Games which were held in Dresden, Germany, in August.

17/09/2025

Understand your inheritance tax position
Pick yours up today at 164 Banks Road, West Kirby.
Or call / email and we will pop one in the post.

email: [email protected]
phone: 07944648080
office: 0151 673 1780
website: WWW.SMART-IFA.CO.UK

Smart Independent Financial Advice Ltd is an Appointed Representative of New Leaf Distribution Ltd. who are authorised and regulated by the Financial Conduct Authority. Number 460421.

Our services relate to certain investments whose prices are dependent on fluctuations in the financial markets beyond our control. Investments and the income from them may go down as well as up and you may get back less than the amount invested. Past performance cannot be used as a reliable prediction of future performance.

Inheritance tax planning and estate planning is not regulated by the Financial Conduct Authority (FCA)

30/08/2025

It was an honour and a privilege to be invited to Barnstondale Centre to speak about the benefits of estate planning with a group of amazing families, all of whom have children with DYRK1A syndrome.

We discussed the vital importance of having a well-structured estate plan in place to protect their loved ones, both now and in the future. In particular, we covered key tools such as wills, lifetime trusts for vulnerable persons, will trusts, and lasting powers of attorney.

These are crucial elements for families with vulnerable or neurodiverse children - whether minors or adults - to ensure their care and financial security are preserved for the long term.

Thank you for the invite.

03/08/2025

15/07/2025

Thank you, Councillor Jeff Green and Councillor Simon Mountney, for the warm welcome to West Kirby. It was a pleasure meeting you both, and I’m looking forward to supporting residents across your ward of West Kirby and Thurstaston - as well as the wider Wirral community.

With a shortage of independent financial advisers in the UK and growing demand for regulated advice, the need for clear, professional support has never been greater. Ongoing changes in legislation, from last year’s Autumn Budget to expected future announcements, make trusted guidance even more essential.

With a high street presence in the Wirral, I’m here to offer tailored support and add real value to individuals and their families, helping them make confident, informed financial decisions for today and the future.

News for West Kirby and Thurstaston

Respected and trusted Independent Financial Adviser, Richard Jones, has launched his own financial advisory practice, Smart Independent Financial Advice Ltd, in the heart of West Kirby. Through his new practice, located at 164 Banks Road, he is bringing face-to-face advice back to the high street. F...

14/05/2025

Thinking about your financial future?

Whether you're looking for a financial adviser or simply curious how our services compare to what you're currently receiving, we'd love to chat. Feel free to drop by any Friday—no appointment needed!

164 Banks Road, West Kirby.

0151 673 1780 / 07944 648080

Smart Independent Financial Advice Ltd is an Appointed Representative of New Leaf Distribution Ltd. who are authorised and regulated by the Financial Conduct Authority. Number 460421.

Our services relate to certain investments whose prices are dependent on fluctuations in the financial markets beyond our control. Investments and the income from them may go down as well as up and you may get back less than the amount invested. Past performance cannot be used as a reliable prediction of future performance

Source: www.cii.co.uk

04/04/2025

Trumps tariffs cause market volatility - investing with confidence in uncertain times

The current economic landscape may feel uncertain, but history has shown that with the right approach, you can still achieve your financial goals. The key is to seek expert advice, plan for the long term, and diversify your investments. Here’s a simple three-step strategy to guide you through thes...