Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support corporate clients with pensions and employee benefits while developing your financial expertise.
- Company: Local IFA firm in Northampton known for professionalism and a friendly atmosphere.
- Benefits: Salary up to £30,000, pension, generous holiday, and full support for professional exams.
- Other info: Join a supportive team with excellent career growth opportunities and fun team events.
- Why this job: Kickstart your career with a clear pathway to becoming a Financial Advisor in just 12-24 months.
- Qualifications: 2+ years in IFA/Wealth Management and solid knowledge of financial services required.
The predicted salary is between 30000 - 30000 £ per year.
This IFA Administrator job is available within a local IFA firm based in Northampton. This is an exciting opportunity with excellent career progression available for the successful individual to have a pathway to becoming a Financial Advisor. You will be working within their corporate pensions and employee benefits team who provide advice to their corporate clients. As such, you will be involved in providing renewals, review reports, obtaining new terms, liaising with clients and providers and ensuring records are accurately maintained.
This role offers a pathway to develop into a Junior Financial Advisor role within 12 – 24 months, where you will be servicing their workplace members before eventually having your own client bank. The business would provide full support to assist you with obtaining your Level 4 Diploma in Financial Planning and guiding you through the training to become an Advisor. By working within an experienced team of varying roles, you will have excellent support around you to help as you learn and develop.
During your role as IFA Administrator, you will be focused on:
- Writing reports, which requires undertaking research
- Requesting key information and data from clients and providers
- Obtaining terms from providers during the renewal stage and evaluate/negotiate for the best possible terms within deadlines
- Undertaking administrative duties in line with regulatory requirements such as producing certifications, carrying out annual management charge reviews, re-declaration of compliance etc.
- Managing and assisting with workplace enquiries and follow-up actions from member meetings
IFA Administrator Requirements
- You should have 2+ years experience within an IFA / Wealth Management or Employee Benefits advice firm
- You should have good knowledge of financial services including pensions
- You should have Maths and English GCSE Level 5 / C or above
- Individuals with good knowledge of auto-enrolment and experience of administering corporate pensions / employee benefits (e.g. DIS, PMI, private health care) would be preferred
The Company
Our client has experienced steady growth recently and has built strong relationships with their clients and is known for balancing professionalism and friendliness.
IFA Administrator Package
- Salary of up to £30,000 depending on experience
- Mainly office-based role
- Plus benefits including pension, 6x group life cover, PHI cover, PMI cover and 25 days holiday rising to 27 and 30 days after milestones plus bank holidays
- Financial support for exams and CPD, including professional registrations paid in full
- Fully paid Christmas party and team events
- Future career progression to lead department and possible share options / board position
- 35 hours per week, 9am – 5pm, Monday to Friday with 1 hour for lunch
Location
Northampton
IFA Administrator in Northampton employer: Premier Jobs UK
Contact Detail:
Premier Jobs UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator in Northampton
✨Network Like a Pro
Get out there and connect with people in the industry! Attend local events, join online forums, or even hit up LinkedIn. The more people you know, the better your chances of landing that IFA Administrator role.
✨Show Off Your Skills
When you get the chance to chat with potential employers, make sure to highlight your experience in financial services and your knowledge of pensions. Be ready to discuss how you've handled renewals and client interactions in the past.
✨Ask Questions
During interviews or networking chats, don’t be shy about asking questions! Show your interest in the company and the role by inquiring about their team dynamics and the support they offer for career progression.
✨Apply Through Our Website
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re here to support you every step of the way as you work towards becoming a Financial Advisor.
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 experience in financial services, especially if you've worked with pensions or employee benefits. 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 passionate about becoming an IFA Administrator and how you can contribute to our team. Keep it friendly and professional, just like us!
Showcase Relevant Experience: When filling out your application, be sure to showcase any relevant experience you have in the IFA or wealth management sector. If you've dealt with corporate pensions or employee benefits, let us know – we love that kind of background!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates. Plus, it’s super easy!
How to prepare for a job interview at Premier Jobs UK
✨Know Your Stuff
Make sure you brush up on your knowledge of financial services, especially pensions and employee benefits. Familiarise yourself with the latest trends and regulations in the industry, as this will show your potential employer that you're serious about the role and ready to contribute from day one.
✨Prepare for Common Questions
Think about the types of questions you might be asked during the interview. Be ready to discuss your previous experience in IFA or wealth management, and how it relates to the responsibilities of the IFA Administrator role. Practising your answers can help you feel more confident and articulate.
✨Showcase Your Skills
Highlight your organisational skills and attention to detail, as these are crucial for managing client records and administrative duties. Prepare examples from your past work where you've successfully handled similar tasks, and be ready to explain how you can bring those skills to the new role.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the team dynamics, training opportunities, and the pathway to becoming a Junior Financial Advisor. This not only shows your interest in the position but also helps you gauge if the company is the right fit for you.