IFA Administrator

Position Title

Experienced IFA Administrator

A stable, long‑term role within a small, friendly financial planning firm located in Northampton, Northamptonshire. This is a permanent position with full‑time hours, Monday to Friday, 9:00am‑5:00pm (early finish Fridays at 1:00pm).

Northampton, Northamptonshire

£25,000 - £29,000 per annum (depending on experience)

You will play a key part in the smooth day‑to‑day running of the office, supporting a Financial Planner and working with a loyal client base. The role involves administrative duties, ensuring client records, applications and compliance processes are handled with care and attention to detail.

• 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

Organised, dependable and comfortable in a structured environment.

• 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 workload calmly and meet deadlines

• 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

IFA Administrator, Financial Services Administrator, Financial Planning Administrator, Client Services Administrator (Financial Services), Wealth Management Administrator, Financial Administrator.