Job Title – IFA Administrator
Location: Northampton
Basic Salary: Up to £30,000 + Bonus & Benefits
Hours: 9am - 5pm, Monday - Friday
About our client and the role:
Swarm Recruitment are delighted to be supporting a well-established independent financial advice firm based in Northampton. With a long history of providing independent financial advice across Northamptonshire and surrounding areas, the business has been operating for several decades, evolving from its roots in life and pensions advice to offer a broader range of financial planning and consultancy services.
As the Corporate Support Administrator, you will work closely within a well-established team of experienced administrators, advisers and paraplanners, acting as a main point of contact for clients while helping to strengthen existing relationships and support the development of new business through clear communication and a confident, professional approach.
This is a great opportunity for an experienced IFA Administrator or similar background, to start their journey towards becoming a financial adviser. There is a clear plan set out over a 2/3-year period, where the company will support you with qualifications and progression.
Salary & Benefits:
*£25,000 - £30,000 dependant on experience
*25 days annual leave + BH’s (increasing to 27 days after 5 years and 30 days after 10 years’ service)
*Support for undertaking professional exams (CII or LIBF)
*Clear career progression to IFA status
*Standard Pension Contribution, increasing to 9% employer contribution after 5 years’ service
*Parking
*Group Life Cover
*Bonus Scheme & Christmas Bonus - subject to company performance
*Yearly pay reviews
Working Hours:
*35hrs a week, Monday - Friday, 9am - 5pm (1hr for lunch)
*Friday working from home
*Hybrid Working
Responsibilities:
*Provide administrative support to Advisors and Consultants for employer meetings, presentations and ongoing client service
*Prepare reports, carry out research and maintain accurate records on back-office systems
*Liaise with providers, employers and payroll teams to gather and update scheme, workforce and member data
*Manage scheme renewals and re-enrolments, including obtaining and negotiating terms and meeting all deadlines
*Support auto-enrolment compliance, including charge reviews, re-certifications and declarations with the Pensions Regulator
*Administer workplace pension schemes, including uploads, enrolments, eligibility checks and employee changes
*Assist with employee benefits renewals and new policy set-ups, including research and documentation
*Handle general workplace pension and benefits queries from employers and employees
*Ensure premiums, claims, reimbursements and benefit communications are processed accurately and on time
*Build and maintain effective working relationships with clients, providers and third-party professionals
Skills and experience:
*Ideally a Minimum of 2 years’ experience in IFA environment or similar
*Open to applications from individuals looking to start a career in wealth management
*Basic understanding of financial services, including pensions
*Comprehensive Microsoft Excel and Word skills, including handling and formatting data
*Good numeracy and literacy (GCSE level 5/C or above)
*Attention to detail with the ability to manage workload and meet deadlines
*Confident communicator, comfortable liaising with clients, providers, and employers
*Willingness to learn and develop skills within the role
Desirable:
*Knowledge of auto-enrolment rules and employer duties
*Experience administering corporate pension or employee benefit schemes, including new scheme set-up
*Understanding of employee benefits such as DIS, PMI, private health, and cash plans
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