Location
Northampton, Northamptonshire.
Salary
£25,000 – £29,000 per annum (depending on experience).
Contract
Permanent.
Hours
Full‑time, Monday to Friday, 9:00 am–5:00 pm (early finish Fridays at 1:00 pm).
Role Overview
You will be supporting a Financial Planner and working with a loyal client base, many of whom have been with the business for years. This role suits someone who enjoys administration, takes pride in accuracy and consistency, and wants a stable role where they can settle in and become a valued part of a small team. There is no high‑pressure culture – just a well‑run office, clear processes, and people who value reliability, trust and doing things properly.
Key Responsibilities
* Preparing paperwork and information ahead of client meetings
* Liaising with product providers to obtain valuations, updates and supporting documentation
* Maintaining accurate and up-to-date client records and files
* Submitting and setting up new business applications
* Tracking application progress and following up where needed
* Ensuring all work is completed in line with FCA and compliance standards
* General office administration including post, scanning, filing and record keeping
* Providing consistent administrative support to the Financial Planner and wider team
Qualifications
* Minimum of 3 years’ experience in an administrative role
* Previous experience within financial services or IFA administration (highly desirable)
* Strong attention to detail and a methodical approach to work
* Confidence using Microsoft Word, Excel, PowerPoint and Outlook
* Good written and verbal communication skills
* Ability to manage workload calmly and meet deadlines
Benefits
* Salary of £25,000 – £29,000, depending on experience
* 25 days holiday plus bank holidays
* 5% employer pension contribution (matched)
* Early finish every Friday (typically 1:00 pm)
* A stable, supportive and friendly working environment
* A role where you can settle in long‑term and feel genuinely valued
Other Titles
* IFA Administrator
* Financial Services Administrator
* Financial Planning Administrator
* Client Services Administrator (Financial Services)
* Wealth Management Administrator
* Financial Administrator
#J-18808-Ljbffr