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.