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.
Impact Recruitment are a Recruitment Agency, working on behalf of their client
Salary description
£25000.00 - £29000.00 per year