Eden Rose
IFA Administrator
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IFA Administrator, Kettering
Hybrid
£30,000 - £35,000 + 25 days holiday + bank holidays + birthday off + Christmas Eve off + 5% pension match + private medical + paid CII membership + career progression
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?
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.
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.
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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.
The Role:
- Provide administration support to Financial Advisers and Paraplanners
- Manage client servicing and new-business administration
- Assist with report preparation and client documentation
- Liaise with clients, advisers, paraplanners, and providers
- Maintain accurate and efficient client records
- Support the smooth delivery of holistic financial planning
- Work across a modern, fully paperless technology platform
- Manage competing priorities within a growing team
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The Person:
- Ideally 2–3 years' IFA / financial services administration experience
- Able to hit the ground running with minimal training
- Strong organisational and administrative skills
- Excellent attention to detail
- Confident working with technology and digital systems
- Professional and confident communicator
- Client-focused with a genuine interest in financial planning
- Positive team player who is happy to get stuck in
- Ambitious and interested in long-term career development
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