Senior IFA Administrator​/Paraplanner

Senior IFA Administrator/Paraplanner

Northampton, England, United Kingdom

Salary:
Up to £35,000

• 20 days holiday plus an additional 3 days over the Christmas period & bank holidays
• Employer Pension Contribution
• Performance Bonus
• Exam Support
• Death in Service
• Health Cash Plan

We are a reputable financial advisory firm committed to providing top‑notch service and expertise to our clients. We are currently seeking a dedicated and detail‑oriented individual to join our team as a Financial Planning Administrator. This role is crucial in maintaining our commitment to excellent customer service and ensuring the smooth daily operations of our office.

As a Senior IFA Administrator, you will play a key role in providing essential administrative support to the team. Your responsibilities will include handling queries from clients and other parties, preparing documentation, and ensuring compliance with regulatory requirements.

• Provide high‑quality administrative support to advisers and the support team.
• Effectively communicate with clients and other parties to address queries.
• Accurately process applications and manage record‑keeping information.
• Collaborate with product providers, advisers, clients, and third parties to ensure timely case completion.

• Previous experience within an IFA.
• Strong organisational skills with attention to detail.
• Excellent communication and interpersonal skills.
• Proficient in using back‑office systems.
• Ability to work independently and collaboratively within a team.

Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Mid‑Senior level

Full‑time