IFA Administrator

IFA Administrator, Kettering Hybrid £30,000 - £35,000  25 days holiday  bank holidays  birthday off  Christmas Eve off  5% pension match  private medical  paid CII membership  career progression Are you an experienced IFA Administrator looking to join a technology-focused financial planning firm that delivers genuine holistic, lifestyle-based financial planning rather than product-led advice? This is an excellent opportunity to join an established boutique financial planning business, supporting a close-knit team of advisers and paraplanners across client servicing, administration and report preparation.

The business is fully paperless and places a strong emphasis on technology, efficiency and removing unnecessary repetitive administration, allowing you to focus on adding value to clients and the wider team. There is also a genuine long-term development culture, with opportunities to progress into Paraplanning and potentially Financial Advice for the right person, alongside full support for CII exams and professional development.

The Role:

Provide administration support to Financial Advisers and Paraplanners Manage client servicing and new-business administration Assist with report preparation and client documentation Liaise with clients, advisers, paraplanners and providers Maintain accurate and efficient client records Support the smooth delivery of holistic financial planning Work across a modern, fully paperless technology platform Manage competing priorities within a growing team

The Person :
Ideally 2–3 years' IFA / financial services administration experience Able to hit the ground running with minimal training Strong organisational and administrative skills Excellent attention to detail Confident working with technology and digital systems Professional and confident communicator Client-focused with a genuine interest in financial planning Positive team player who is happy to get stuck in Ambitious and interested in long-term career development