IFA Administrator
hace 6 días
Kettering
IFA Administrator, Kettering \n Hybrid \n \n £30,000 - £35,000 + 25 days holiday + bank holidays + birthday off + Christmas Eve off + 5% pension match + private medical + paid CII membership + career progression \n \n Are you an experienced IFA Administrator looking to join a technology-focused financial planning firm that delivers genuine holistic, lifestyle-based financial planning rather than product-led advice? \n This is an excellent opportunity to join an established boutique financial planning business, supporting a close-knit team of advisers and paraplanners across client servicing, administration and report preparation. \n The business is fully paperless and places a strong emphasis on technology, efficiency and removing unnecessary repetitive administration, allowing you to focus on adding value to clients and the wider team. \n There is also a genuine long-term development culture, with opportunities to progress into Paraplanning and potentially Financial Advice for the right person, alongside full support for CII exams and professional development. \n The Role: \n\n • Provide administration support to Financial Advisers and Paraplanners\n, • Manage client servicing and new-business administration\n, • Assist with report preparation and client documentation\n, • Liaise with clients, advisers, paraplanners and providers\n, • Maintain accurate and efficient client records\n, • Support the smooth delivery of holistic financial planning\n, • Work across a modern, fully paperless technology platform\n, • Manage competing priorities within a growing team\n\n The Person: \n\n • Ideally 2–3 years' IFA / financial services administration experience\n, • Able to hit the ground running with minimal training\n, • Strong organisational and administrative skills\n, • Excellent attention to detail\n, • Confident working with technology and digital systems\n, • Professional and confident communicator\n, • Client-focused with a genuine interest in financial planning\n, • Positive team player who is happy to get stuck in\n, • Ambitious and interested in long-term career development\n\n