Full job descriptionRole: Financial Planning Administrator
Location: Kettering
Salary: £ Negotiable


The Opportunity
A well-established, modern, independent financial planning firm is seeking a professional and proactive IFA Administrator to join its growing Kettering-based team. This role offers an excellent opportunity to build a long-term career in financial services within a supportive, 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
*Previous experience in a similar IFA, wealth management or financial services administration role.
*Progress towards some financial services qualifications (e.g., R01, CF1, FA1 or equivalent).
*Strong organisational and communication skills.
*High level of accuracy and attention to detail.
*Proficient in Microsoft Office and CRM systems.
*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
*Opportunity for progression towards paraplanning / advising in the future.