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For Companies At a Glance
- Tasks: Support a Financial Planner and manage client records in a calm office environment.
- Company: A friendly, well-established financial planning firm in Northampton.
- Benefits: Competitive salary, early finish Fridays, and a supportive team culture.
- Why this job: Join a stable role where you can grow and be valued in a close-knit team.
- Qualifications: Experience in administration with a focus on accuracy and reliability.
- Other info: Enjoy a low-pressure work culture with clear processes and career stability.
The predicted salary is between 25000 - 29000 £ per year.
Experienced IFA Administrator
A stable, long-term role within a small, friendly financial planning firm.
Location: Northampton
Hours: 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 Opportunity
We 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 Role
You 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.
IFA Administrator employer: Commercial
Contact Detail:
Commercial Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning sector and let them know you're on the lookout for an IFA Administrator role. Sometimes, it's all about who you know, and a friendly nudge can lead to great opportunities.
✨Tip Number 2
Prepare for those interviews! Research the company and its values, especially since they pride themselves on a supportive environment. Be ready to share how your experience aligns with their calm and professional culture.
✨Tip Number 3
Showcase your skills! Bring along examples of your previous work that highlight your accuracy and consistency in administration. This will help you stand out as someone who takes pride in their work, just like they do.
✨Tip Number 4
Don't forget to apply through our website! We make it easy for you to submit your application and get noticed. Plus, it shows you're serious about joining a well-run office where you can truly thrive.
We think you need these skills to ace IFA Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as an IFA Administrator. We want to see how your skills match the role, so don’t be shy about showcasing your relevant achievements and responsibilities.
Craft a Personal Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re excited about joining our friendly team in Northampton. Share a bit about your passion for administration and how you can contribute to our supportive environment.
Be Clear and Concise: When filling out your application, keep it straightforward. We appreciate clarity and precision, just like you would in your day-to-day tasks as an IFA Administrator. Avoid jargon and get straight to the point!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for this stable, long-term role. Plus, we love seeing applications come in through our own platform!
How to prepare for a job interview at Commercial
✨Know Your Stuff
Make sure you brush up on your knowledge of financial planning and the role of an IFA Administrator. Familiarise yourself with common industry terms and processes, as this will show that you're serious about the position and understand what’s required.
✨Showcase Your Attention to Detail
Since accuracy is key in this role, be prepared to discuss examples from your past work where your attention to detail made a difference. Bring along any relevant documents or reports that highlight your organisational skills and ability to maintain client records meticulously.
✨Emphasise Teamwork
This firm values a close-knit team environment, so be ready to talk about how you’ve successfully collaborated with others in previous roles. Share specific instances where you supported colleagues or contributed to a positive office atmosphere.
✨Ask Thoughtful Questions
Prepare some insightful questions about the company culture and the team dynamics. This not only shows your interest in the role but also helps you gauge if it’s the right fit for you. Think about asking how they support their staff in professional development or how they handle client relationships.
