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: Salary up to £29,000, 25 days holiday, and early finishes on Fridays.
- Other info: Enjoy a calm work environment with excellent long-term career prospects.
- Why this job: Join a stable team where your contributions are valued and appreciated.
- Qualifications: 3 years of admin experience, ideally in financial services, with strong attention to detail.
The predicted salary is between 27000 - 27000 £ 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.
- 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 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
Impact Recruitment are a Recruitment Agency, working on behalf of their client.
IFA Administrator in Northampton employer: Impact Recruitment Services
Join a small, friendly financial planning firm in Northampton where you can thrive in a stable and supportive environment. With a focus on reliability and trust, this role offers a calm office culture, early finishes on Fridays, and generous holiday allowances, making it an ideal place for those seeking long-term employment and personal growth within the financial services sector.
Contact Details:
Impact Recruitment Services Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land IFA Administrator in Northampton
✨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 supportive team, think about how you can demonstrate your reliability and attention to detail during the chat. We want to see that you’re a great fit!
✨Tip Number 3
Practice common interview questions related to administration and financial services. Be ready to share examples from your past experience that highlight your organisational skills and ability to manage workloads calmly. This will show us you’re the dependable candidate we’re looking for.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining our friendly team in Northampton.
We think you need these skills to ace IFA Administrator in Northampton
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your previous administrative roles, especially in financial services, to show us you’re the right fit for our team.
Craft a Personal Cover Letter:Use your cover letter to tell us why you want to join our friendly financial planning firm. Share your passion for administration and how you can contribute to our calm and supportive environment.
Showcase Attention to Detail:Since we value accuracy and consistency, make sure your application is free from typos and errors. This is your chance to demonstrate your methodical approach right from the start!
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 don’t miss out on any important updates during the process.
How to prepare for a job interview at Impact Recruitment Services
✨Know Your Stuff
Make sure you brush up on your knowledge of IFA administration and the financial services sector. Familiarise yourself with common terms and processes, as well as the specific responsibilities mentioned in the job description. This will show that you're genuinely interested and prepared for the role.
✨Showcase Your Attention to Detail
Since this role requires a strong focus on accuracy and consistency, be ready to provide examples from your past experience where your attention to detail made a difference. Whether it’s maintaining client records or preparing paperwork, highlight how your meticulous nature has benefited your previous employers.
✨Demonstrate Your Organisational Skills
The ability to manage workloads calmly is crucial in this position. Prepare to discuss how you prioritise tasks and handle deadlines. You might even want to bring along a sample of your organisational tools or methods to illustrate your approach.
✨Ask Thoughtful Questions
At the end of the interview, don’t forget to ask questions that show your interest in the company culture and the team dynamics. Inquire about how they support their staff and what a typical day looks like. This not only shows your enthusiasm but also helps you gauge if it’s the right fit for you.
