IFA Administrator

IFA AdministratorLocation: Northampton (Office-based)Salary: Up to £27,000 (dependent on experience)13.00 finish on Friday''sWe are looking for a proactive and highly organised IFA Administrator to join a friendly and growing financial planning firm. This is a key role supporting one of their Financial Planners and helping deliver an outstanding service to there forever growing Client base. You''ll be someone who takes pride in accuracy, enjoys managing multiple tasks, and thrives in a professional office environment.The PackageCompetitive salary up to £25,000 (DOE)25 days holiday plus bank holidays5% employer pension contributionEarly finish on FridaysThe RoleAs an IFA Administrator, you will play a vital part in the smooth running of the office and the delivery of financial planning services. You will be responsible for managing client administration, supporting new business processing, and ensuring records and communications are handled efficiently and compliantly.Key ResponsibilitiesPreparing for client meetings and managing diaries and schedulesLiaising with product providers to obtain information and maintain accurate client recordsSubmitting and setting up new business applicationsTracking applications and ensuring clear, timely communication with providersMaintaining regulatory standards throughout all processesManaging post, scanning, filing and general office administrationProviding day-to-day administrative support to the Financial Planner and wider teamSkills and ..... full job details .....