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 of £25,000 - £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 in administration, ideally within financial services, with strong attention to detail.
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. 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 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
Experienced IFA Administration Specialist. Job in Northampton LilyLifestyle Jobs employer: United Cerebral Palsy of Georgia
Join a small, friendly financial planning firm in Northampton that prioritises a supportive and calm work environment. With a focus on employee well-being, you will enjoy a stable role with opportunities for long-term growth, generous holiday allowances, and an early finish every Friday, making it an ideal place for those seeking meaningful employment in the financial services sector.
Contact Details:
United Cerebral Palsy of Georgia Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Experienced IFA Administration Specialist. Job in Northampton LilyLifestyle Jobs
✨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 Administration 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, show them how your values align with theirs. Bring examples of how you've contributed to a positive work environment in the past.
✨Tip Number 3
Practice your responses to common interview questions, especially those related to your experience in administration and financial services. We want you to feel confident and ready to showcase your skills when it’s time to shine!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take that extra step to connect with us directly.
We think you need these skills to ace Experienced IFA Administration Specialist. Job in Northampton LilyLifestyle Jobs
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:Don’t just send a generic cover letter! Take the time to write a personalised one that explains why you want to join our friendly firm in Northampton and how your experience aligns with the role.
Showcase Your 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 easiest way for us to receive your application and ensures you don’t miss out on any important updates from our team.
How to prepare for a job interview at United Cerebral Palsy of Georgia
✨Know Your Stuff
Make sure you brush up on your knowledge of IFA administration and financial services. 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 Attention to Detail
Since this role requires a strong focus on accuracy, prepare examples from your past work where your attention to detail made a difference. Whether it was catching an error in client records or ensuring compliance, these stories will highlight your suitability for the position.
✨Be Ready to Discuss Teamwork
This is a small, close-knit team, so be prepared to talk about how you work well with others. Share experiences where you've supported colleagues or contributed to a positive office environment. It’s all about showing that you can fit into their friendly culture.
✨Ask Thoughtful Questions
At the end of the interview, have a few questions ready that show your interest in the company and the role. You might ask about their approach to client relationships or how they support their staff's professional development. This demonstrates that you're serious about becoming a valued part of their team.
