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IFA Administrator

Posted: 12/05/26
Recruiter:Capio Recruitment Financial Planning
Reference:3108529118
Type:Permanent
Salary:£25,000 - £30,000 Annual
Location:Northampton, Northamptonshire
Description:

Job Opportunity: IFA Administrator

Location: Northampton (Office-based)

Salary: £25,000 - £30,000

We are seeking a highly organised and proactive IFA Administrator to support the day-to-day operations of an established and reputable Financial Planning firm.

This opportunity is central to ensuring smooth office administration and high standards of client service. The successful candidate will demonstrate excellent IT skills, strong attention to detail, willingness to learn and the ability to manage multiple priorities effectively whilst making a lasting impact within the business.

You Will:

  • Provide comprehensive administrative support to the business and wider team
  • Act as a professional point of contact for clients via telephone, email, and in person
  • Manage diaries, schedule appointments, and coordinate meetings
  • Maintain accurate records and documentation in line with company and regulatory requirements
  • Prepare correspondence, reports, and documents using Microsoft Office applications
  • Handle incoming and outgoing post and maintain filing systems
  • Support internal processes and contribute to the efficient running of the office

What's In It For You?

  • Competitive employee pension contribution
  • Generous holiday entitlement
  • Life Assurance and Health Cash Plan
  • Company bonus scheme

If you are a driven individual with top notch organisational and communication skills please reach out to chat further. We'd love to hear from you!

Recruiting now