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.
- Other info: Enjoy a calm work environment with clear processes and no high-pressure culture.
- Why this job: Join a stable team where your contributions are genuinely valued.
- Qualifications: 3+ years in administration, ideally within financial services.
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
IFA Administrator. 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 early finishes on Fridays, generous holiday allowances, and a commitment to professional growth within a close-knit team. This is an excellent opportunity for those seeking meaningful employment where reliability and trust are valued.
Contact Details:
United Cerebral Palsy of Georgia Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land IFA Administrator. 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 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 genuinely interested in joining our friendly team in Northampton.
We think you need these skills to ace IFA Administrator. 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 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. Mention your attention to detail and organisational skills, and don’t forget to express your enthusiasm for joining a supportive team like ours in Northampton.
Showcase Your Communication Skills:Since you'll be liaising with clients and product providers, it's essential to demonstrate your written communication skills. Keep your application clear and concise, and make sure there are no typos. We appreciate accuracy just as much as you do!
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 and keen to join our friendly 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 Organised and Calm
The job description mentions a structured environment, so demonstrate your organisational skills during the interview. You could even bring a planner or notes to show how you manage your workload. Staying calm under pressure is key, so share experiences where you've successfully handled tight deadlines.
✨Connect with the Team Spirit
This firm values a supportive and friendly atmosphere, so be sure to express your enthusiasm for teamwork. Share examples of how you've contributed to a positive team dynamic in previous roles. Showing that you can fit into their close-knit culture will make you stand out as a candidate.
