IFA Administrator

1 month ago


Northampton, Northamptonshire, United Kingdom Heat Recruitment Full time

IFA Administrator/Trainee Paraplanner - Northampton - Up to £26,000This is a fantastic opportunity for an experienced administrator looking to make the next step in their career for an highly successful company, in one of their offices in Peterborough. They specialise in providing high-quality personal advice on many aspects of wealth management and advise clients of different backgrounds and ages

The Opportunity:

During a period of growth, my client is looking for an experienced administrator to provide high quality technical support to the financial advisers of the firm.

What's needed to be considered:

In order to be considered for this financial planning administrator opportunity, candidates need to have -

  • Previous experience within a technical administration role
  • Professional communication manner, both written and verbally
  • Any Financial Services qualifications are desired.
  • Experience in wealth management is desired but not essential.

Benefits:

  • The chance to work for a successful company within financial services, with multiple offices.
  • Hybrid working & Quaterly company outings.
  • Free parking + strong pension, DIS, PMI
  • Long term progression into Paraplanning

What's next?

Apply today to be considered for this financial planning administrator opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client.

Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.

Synonyms: Client Services Administrator, Sales Support, IFA Admin, IFA Administrator, Adviser Support



  • Northampton, Northamptonshire, United Kingdom Cranleigh Personnel Full time

    Career Advancement Opportunity for IFA AdministratorAbout Cranleigh PersonnelCranleigh Personnel is a leading recruitment agency specializing in financial services. We are committed to helping professionals like you advance their careers and achieve their goals.Job SummaryWe are seeking a highly skilled Technical IFA Administrator to join our client's team....


  • Northampton, Northamptonshire, United Kingdom Cranleigh Personnel Full time

    Career Advancement Opportunity for IFA AdministratorAbout Cranleigh PersonnelCranleigh Personnel is a leading recruitment agency specializing in financial services. We are committed to helping professionals like you advance their careers and achieve their goals.Job SummaryWe are seeking a highly skilled Technical IFA Administrator to join our client's team....


  • Northampton, Northamptonshire, United Kingdom Cranleigh Personnel Full time

    Career Advancement Opportunity for IFA AdministratorAbout Cranleigh PersonnelCranleigh Personnel is a leading recruitment agency specializing in financial services. We are committed to helping professionals like you advance their careers and achieve their goals.Job SummaryWe are seeking a highly skilled Technical IFA Administrator to join our client's team....


  • Northampton, Northamptonshire, United Kingdom Recruit UK Full time

    Job Title: IFA Administrator/Junior ParaplannerIndustry: Financial ServicesLocation: NorthamptonSalary: Up to £26,000Job Description:About the Role:We are seeking a highly organized and motivated individual to join our team as an IFA Administrator/Junior Paraplanner. As a key member of our team, you will be responsible for providing administrative support...


  • Northampton, Northamptonshire, United Kingdom Recruit UK Full time

    Job Title: IFA Administrator/Junior ParaplannerIndustry: Financial ServicesLocation: NorthamptonSalary: Up to £26,000Job Description:About the Role:We are seeking a highly organized and motivated individual to join our team as an IFA Administrator/Junior Paraplanner. As a key member of our team, you will be responsible for providing administrative support...


  • Northampton, Northamptonshire, United Kingdom Recruit UK Full time

    Job Title: IFA Administrator/Junior ParaplannerIndustry: Financial ServicesLocation: NorthamptonSalary: Up to £26,000Job Description:About the Role:We are seeking a highly organized and motivated individual to join our team as an IFA Administrator/Junior Paraplanner. As a key member of our team, you will be responsible for providing administrative support...


  • Northampton, Northamptonshire, United Kingdom Pertemps Northampton Full time

    Position Overview: We are seeking a dedicated and experienced Financial Services Administrator to join our team. The successful candidate will possess a minimum of 3 years' experience in a similar role within an Independent Financial Advisory (IFA) environment, focusing on Financial Planning. Key Responsibilities: Maintain and update the client database...


  • Northampton, Northamptonshire, United Kingdom James Phillip Financial Recruitment Full time

    James Phillip Financial Recruitment is pleased to be working with a successful expanding Chartered Wealth brokerage. They are looking for a Business Development Manager to support the team with all non-advice activities.Key Responsibilities:• Setting up and maintaining client files and ensuring all paperwork is filed/scanned correctly• Adding new clients...


  • Northampton, Northamptonshire, United Kingdom James Phillip Financial Recruitment Full time

    James Phillip Financial Recruitment is pleased to be working with a successful expanding Chartered Wealth brokerage. They are looking for a Business Development Manager to support the team with all non-advice activities.Key Responsibilities:• Setting up and maintaining client files and ensuring all paperwork is filed/scanned correctly• Adding new clients...


  • Northampton, Northamptonshire, United Kingdom James Phillip Financial Recruitment Full time

    James Phillip Financial Recruitment is pleased to be working with a successful expanding Chartered Wealth brokerage. They are looking for a Business Development Manager to support the team with all non-advice activities.Key Responsibilities:• Setting up and maintaining client files and ensuring all paperwork is filed/scanned correctly• Adding new clients...


  • Northampton, Northamptonshire, United Kingdom Brevere Group Full time

    Job Summary:We are seeking an experienced and enthusiastic Financial Services Support Professional to join our team at Brevere Group. As a key member of our administration team, you will play a vital role in supporting our financial services operations.About the Role:The successful candidate will have experience working in a financial services environment,...


  • Northampton, Northamptonshire, United Kingdom Brevere Group Full time

    Job Summary:We are seeking an experienced and enthusiastic Financial Services Coordinator to join our team at Brevere Group. As a key member of our administration team, you will play a vital role in supporting our financial services operations.About the Role:The successful candidate will have experience working in a financial services environment, preferably...

  • Ifa Administrator

    2 months ago


    Northampton, United Kingdom Ortus PSR Full time

    Looking for a challenging and rewarding role in the financial services industry? Look no further has we are recruiting for an award winning IFA firm who require a diligent IFA Administrator to join their growing team! The IFA firm prides itself on providing a personal, tailored service, building long-standing relationships with them that last for...

  • IFA Administrator

    2 weeks ago


    Northampton, United Kingdom Recruit UK Full time

    Job Title: IFA Administrator Industry:Financial Services Location:Northampton Salary: Up to £26,000 Job Reference: 9242 Job Description: Are you an experienced IFA administrator looking to join a firm that invests in their staff? Do you thrive in a role where attention to detail and client satisfaction are paramount? Recruit UK is working...

  • IFA Administrator

    1 month ago


    Northampton, United Kingdom Heat Recruitment Full time

    IFA Administrator/Trainee Paraplanner - Northampton - Up to £26,000This is a fantastic opportunity for an experienced administrator looking to make the next step in their career for an highly successful company, in one of their offices in Peterborough. They specialise in providing high-quality personal advice on many aspects of wealth management and advise...

  • Ifa Administrator

    3 months ago


    Northampton, United Kingdom starting off Full time

    Our client are a well-established, family-run, IFA business that has been providing financial planning advice to individuals, families and businesses in Northamptonshire and beyond for over 30 years. Due to recent growth, they are looking to hire an IFA administrator to work in our paraplanning team. The role of an Administrator is to provide support to the...

  • Ifa Team Leader

    2 months ago


    Northampton, United Kingdom Ortus PSR Full time

    A fully independent integrated financial advice, investment management, and stockbroking firm, and the wealth management firm is expanding. A unique opportunity for a talented IFA Team Leader to join this IFA firm has arisen to lead the Administration team to deliver exceptional service. The successfully appointed person to the position of IFA Admin Team...


  • Northampton, United Kingdom Recruit UK Full time

    Job Title: IFA Administrator/Junior Paraplanner Industry: Financial Services Location: Northampton Salary: Up to £26,000 Job Reference: 9242 Job Description: Do you have a strong administrative core and looking to build on this experience, getting more exposure to technical competencies? Recruit UK is working with a firm in Northampton...


  • Northampton, United Kingdom Pertemps Northampton Full time

    Our client, based in Northampton require an Experienced IFA Administrator to join their team. The ideal candidate will have a minimum of 3 years’ experience working for an IFA (Financial Planning rather than Mortgages or banking), and ideally have achieved a Financial Services qualification (CII or equivalent). You will be responsible for providing...


  • Northampton, United Kingdom Pertemps Northampton Full time

    Our client, based in Northampton require an Experienced IFA Administrator to join their team.The ideal candidate will have a minimum of 3 years’ experience working for an IFA (Financial Planning rather than Mortgages or banking), and ideally have achieved a Financial Services qualification (CII or equivalent).You will be responsible for providing...


  • Northampton, United Kingdom James Phillip Financial Recruitment Full time

    A leading Chartered IFA brokerage is currently seeking an experienced IFA support to join their busy and growing team. You will be working as part of a team supporting the Paraplanners and Chartered advisers. Excellent salary, benefits and career path on offer and fantastic company culture and atmosphere. **Salary**: £27,000.00-£33,000.00 per...

  • IFA Administrator

    2 weeks ago


    Northampton, United Kingdom Ortus PSR Full time

    Financial Planning Administrator Elevate Your Career with a Leading Wealth Management Firm Are you an experienced financial services administrator looking to take your career to the next level? Our client, a prestigious and fully independent financial advice, investment management, and stockbroking firm, is seeking a talented individual to join their...


  • Northampton, United Kingdom CleverHR Full time

    **Financial Adviser Administrator, Northampton** **Salary £28,000p.a to £32,000p.a. depending on experience + benefits** We are delighted to be working with this well established Chartered firm of financial planners who now have an opportunity for an Administrator to join the business. Long term career progression available within the...


  • Northampton, United Kingdom Heat Recruitment Full time

    Financial Planning Administrator - Northampton - up to £28,000The opportunity for a Financial planning Administrator to join a National Financial Services Practice who provide a personal, independent and bespoke wealth management service to high net worth clients. The Opportunity During a period of growth, our partner is looking for someone to provide high...


  • Northampton, United Kingdom Brevere Group Full time

    New year and looking to take your financial planning administration role to the next level? After continued growth and development this leading financial services organisation is looking to bring an experienced and enthusiastic wealth management support professional on board to advance their career. The successful candidate will have experience within a...