Financial Planning Administrator

Financial Planning Administrator

Location: Kettering

Salary: £ Negotiable

The Opportunity

This is an opportunity to join a modern, independent financial planning firm seeking an organised and proactive IFA Administrator to join its growing team in Kettering. This is an excellent opportunity for someone looking to build a long-term career in financial services within a supportive and professional environment.

Role Overview

The successful candidate will provide essential administrative support to Financial Planners and Paraplanners, ensuring the smooth running of client services and back-office operations. This role is ideal for someone with strong attention to detail, excellent organisational skills, and a genuine interest in financial planning.

Key Responsibilities

• Processing new business applications and maintaining accurate client records.
• Liaising with providers to obtain policy information and updates.
• Preparing documentation for client meetings, including valuations and reports.
• Managing client communications and scheduling appointments.
• Supporting the team with compliance and regulatory requirements.
• Assisting with annual reviews and updating client files accordingly.

Candidate Skills

Essential:

• Previous experience in an IFA or financial services administration role.
• Strong organisational and communication skills.
• High level of accuracy and attention to detail.
• Proficient in Microsoft Office and CRM systems.

Desirable:

• Progress towards some financial services qualifications (e.g., R01, CF1, FA1 or equivalent).
• Experience with Intelligent Office (IO) would be advantageous
• A proactive attitude and willingness to learn and grow within the role.

Some of the Benefits on offer include:

• Fantastic holiday allowance of up to 30 days Annual Holiday + Bank Holidays. (Salary Purchase)
• Private Medical Insurance
• Strong Pension Scheme
• CII Exams & Membership funding
• Discretionary Bonus
• Opportunity for progression towards paraplanning and advising in the future.