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