IFA Administrator

Location

Northampton, Northamptonshire.

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

Permanent.

Full‑time, Monday to Friday, 9:00 am–5:00 pm (early finish Fridays at 1:00 pm).

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 suits someone who enjoys administration, takes pride in accuracy and consistency, and wants a stable role where they can settle in and become a valued part of a small team. There is no high‑pressure culture – just a well‑run office, clear processes, and people who value reliability, trust and doing things properly.

• 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

• 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
• 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 1:00 pm)
• 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