Position Title
Experienced IFA Administrator
Overview
A stable, long‑term role within a small, friendly financial planning firm located in Northampton, Northamptonshire. This is a permanent position with full‑time hours, Monday to Friday, 9:00am‑5:00pm (early finish Fridays at 1:00pm).
Location
Northampton, Northamptonshire
Salary
£25,000 - £29,000 per annum (depending on experience)
Role
You will play a key part in the smooth day‑to‑day running of the office, supporting a Financial Planner and working with a loyal client base. The role involves administrative duties, ensuring client records, applications and compliance processes are handled with care and attention to detail.
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
About You
Organised, dependable and comfortable in a structured environment.
You Will Ideally Have
* A 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
* The 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 1:00pm)
* A stable, supportive and friendly working environment
* A role where you can settle in long‑term and feel genuinely valued
Other Names for this Role
IFA Administrator, Financial Services Administrator, Financial Planning Administrator, Client Services Administrator (Financial Services), Wealth Management Administrator, Financial Administrator.
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