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Permanent

IFA Administrator

Northampton
money-bag 25000.00-25000.00 Annual
3115077013
Posted Today

Experienced IFA AdministratorA stable, long-term role within a small, friendly financial planning firmLocation: NorthamptonHours: Full-time, Monday to Friday, 9:00am-5:00pm (early finish Fridays at 1:00pm)Salary: 25,000 - 29,000 (depending on experience)Contract: Permanent The OpportunityWe are recruiting an experienced IFA Administrator to join a well-established, close-knit financial planning business based in Northampton. This is a long-term, permanent position within a calm, professional and genuinely supportive office environment.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 would suit someone who enjoys administration, takes pride in accuracy and consistency, and is looking for a stable role where they can settle in and become a valued part of a small team.There is no high-pressure culture here - just a well-run office, clear processes, and people who value reliability, trust and doing things properly. The RoleYou will play a key part in the smooth day-to-day running of the office, ensuring client records, applications and compliance processes are handled with care and attention to detail.Key responsibilities include:Preparing paperwork and information ahead of client meetingsLiaising with product providers to obtain valuations, updates and supporting documentationMaintaining accurate and up-to-date client records and filesSubmitting and setting up new business applicationsT

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