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- 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 structured environment with excellent long-term career prospects.
- Why this job: Join a stable team where your contributions are genuinely valued.
- Qualifications: 3 years admin experience, ideally in financial services, with strong attention to detail.
The predicted salary is between 25000 - 29000 £ per year.
A stable, long‑term role within a small, friendly financial planning firm located in Northampton, Northamptonshire. This is a permanent position with full‑time hours, Monday to Friday, 9:00am‑5:00pm (early finish Fridays at 1:00pm).
Salary: £25,000 - £29,000 per annum (depending on experience)
Role: You will play a key part in the smooth day‑to‑day running of the office, supporting a Financial Planner and working with a loyal client base. The role involves administrative duties, ensuring client records, applications and compliance processes are handled with care and attention to detail.
Key Responsibilities:- 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: Organised, dependable and comfortable 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 workload calmly and meet deadlines
Benefits:
- 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
IFA Administrator in Northampton employer: Impact Recruitment
Contact Detail:
Impact Recruitment 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 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 brushing up on your knowledge of compliance standards and client management. We recommend practising common interview questions related to the role, so you can showcase your experience and attention to detail with confidence.
✨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 that IFA Administrator position. We love seeing applications directly from candidates who are genuinely interested in joining our friendly team!
We think you need these skills to ace IFA Administrator in Northampton
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the IFA Administrator role. Highlight your relevant experience in financial services and any administrative roles you've had. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our friendly team in Northampton. Share your passion for financial planning and how you can contribute to our smooth operations.
Showcase Your 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 the time to ensure their work is polished and professional.
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 you’re proactive!
How to prepare for a job interview at Impact Recruitment
✨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 not just interested in the role but also understand what it entails.
✨Showcase Your Organisational Skills
Since the role requires strong organisational abilities, prepare examples from your past experience where you've successfully managed multiple tasks or projects. Be ready to discuss how you keep client records accurate and up-to-date, as this is crucial for the position.
✨Demonstrate Attention to Detail
During the interview, highlight instances where your attention to detail made a difference. You might want to mention how you’ve handled compliance processes or prepared paperwork accurately in previous roles. This will reassure them that you can handle the meticulous nature of the job.
✨Ask Insightful Questions
Prepare thoughtful questions about the company culture, team dynamics, and expectations for the role. This not only shows your interest but also helps you gauge if the firm is the right fit for you. Plus, it gives you a chance to engage with the interviewer and make a memorable impression.