At a Glance
- Tasks: Support a Financial Planner and manage client records with precision.
- Company: Friendly financial planning firm in Northampton with a supportive culture.
- Benefits: Competitive salary, 25 days holiday, and early finish Fridays.
- Other info: Enjoy a calm work environment with clear processes and no high-pressure culture.
- Why this job: Join a stable team where your contributions truly matter.
- Qualifications: 3+ years in administration, ideally within financial services.
The predicted salary is between 25000 - 29000 £ per year.
Experienced IFA Administrator in 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 and attention to detail. Key responsibilities include:
- 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
This role will suit someone who is organised, dependable and comfortable working 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 your workload calmly and meet deadlines
What's on Offer
Salary of £25,000 - £29,000, depending on experience. 25 days holiday plus...
IFA Administrator in Kettering employer: Commercial
Join a supportive and friendly financial planning firm in Northampton, where you can thrive in a stable, long-term role as an IFA Administrator. Enjoy a calm work environment with a focus on accuracy and reliability, alongside generous benefits including 25 days of holiday and early finishes on Fridays. This is an excellent opportunity for those seeking meaningful employment within a close-knit team that values your contributions and fosters professional growth.
StudySmarter Expert Advice🤫
We think this is how you could land IFA Administrator in Kettering
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for an IFA Administrator role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Since this role is all about being part of a close-knit team, showing that you understand their values and how you fit in can really make you stand out. Plus, practice common interview questions related to administration and compliance!
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, send a quick thank-you email to express your appreciation for the opportunity. It shows your enthusiasm for the role and keeps you fresh in their minds.
✨Tip Number 4
Apply through our website for the best chance at landing the job! We love seeing applications directly from candidates who are genuinely interested in joining our supportive team. Plus, it makes it easier for us to keep track of your application!
We think you need these skills to ace IFA Administrator in Kettering
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights your experience in administration, especially within financial services. We want to see how your skills match the role of IFA Administrator, so don’t be shy about showcasing your relevant experience!
Craft a Personal Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for our friendly team. Share your passion for administration and how you can contribute to our calm and supportive office environment.
Showcase Attention to Detail:Since this role requires a keen eye for detail, make sure your application is free from typos and errors. We appreciate candidates who take pride in their work, so let that shine through in your written application!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this stable, long-term role. Plus, it’s super easy!
How to prepare for a job interview at Commercial
✨Know Your Stuff
Make sure you brush up on your knowledge of financial services and IFA administration. Familiarise yourself with common processes, compliance standards, and the tools you'll be using, like Microsoft Office. This will show that you're not just a good fit for the role but also genuinely interested in the industry.
✨Showcase Your Organisation Skills
Since the role requires strong organisational skills, prepare examples from your past experience where you've successfully managed multiple tasks or maintained accurate records. Be ready to discuss how you prioritise your workload and ensure everything runs smoothly.
✨Emphasise Teamwork
This position is all about being part of a small, close-knit team. Share experiences that highlight your ability to work collaboratively and support others. Mention how you’ve contributed to a positive office environment in previous roles.
✨Ask Thoughtful Questions
Prepare some insightful questions to ask at the end of your interview. This could be about the company culture, the team dynamics, or how success is measured in the role. It shows that you're engaged and serious about finding the right fit for both you and the firm.
