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For Companies 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, early finishes on Fridays.
- Why this job: Join a stable team where your contributions are genuinely valued.
- Qualifications: 3+ years in administration, ideally within financial services.
- Other info: Enjoy a calm work environment with clear processes and no high-pressure culture.
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 and attention to detail.
- Preparing paperwork and information ahead of 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
Other names for this role include: IFA Administrator, Financial Services Administrator, Financial Planning Administrator, Client Services Administrator (Financial Services), Wealth Management Administrator, Financial Administrator.
IFA Administrator in Northampton) employer: Impact Recruitment Services
Contact Detail:
Impact Recruitment Services Recruiting 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, especially those who might know about openings for IFA Administrators. A friendly chat can sometimes lead to opportunities that aren't even advertised.
✨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, show them how you fit into their calm and professional environment. We want to see your personality shine!
✨Tip Number 3
Practice common interview questions related to administration and financial services. Think about your past experiences and how they align with the responsibilities of an IFA Administrator. We love hearing about your attention to detail and organisational skills!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always on the lookout for candidates who are eager to join 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 if you've worked in financial services or IFA administration before. We want to see how you can bring your unique experience to our team!
Craft a Personal Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Share your passion for administration and how you value accuracy and consistency, just like we do at StudySmarter. Don't forget to mention why you want to join our friendly team in Northampton!
Showcase Your Attention to Detail: In this role, attention to detail is key. When filling out your application, double-check for any typos or errors. We appreciate candidates who take pride in their work, so make sure your application reflects that commitment to quality!
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 the role. Plus, it shows us you’re proactive and keen to join our supportive environment!
How to prepare for a job interview at Impact Recruitment Services
✨Know Your Stuff
Make sure you brush up on your knowledge of financial services and IFA administration. Familiarise yourself with common terms and processes, as well as the specific duties mentioned in the job description. This will show that you're genuinely interested and prepared for the role.
✨Showcase Your Organisational Skills
Since the role requires strong organisational abilities, be ready to discuss how you've managed your workload in previous positions. Prepare examples that highlight your attention to detail and methodical approach, as these are key traits they’re looking for.
✨Ask Insightful Questions
Prepare a few thoughtful questions about the company culture and team dynamics. This not only shows your interest in the role but also helps you gauge if it’s the right fit for you. Questions about their processes or how they support their staff can be particularly effective.
✨Be Yourself
The firm values a calm and supportive environment, so let your personality shine through. Be genuine and approachable during the interview. They’re looking for someone who fits into their friendly team, so don’t be afraid to show your enthusiasm for the role!
