We are currently recruiting for a Financial Planning practice based in Northampton who are looking to recruit an IFA Administrator.
Main purpose of the role
This is a key role to provide a first-class proactive support service to the Advisers and clients. Working
closely with the Advisers, Directors and Paraplanners, you will be responsible for ensuring the client
receives the highest level of service at all times. You will need to enjoy working as part of a successful team
and be able to actively contribute towards a common goal.
You will be expected to arrange plans and investments as recommended by the Advisers and provide
administrative and technical support to enable them to advise their clients accordingly ensuring
compliance and regulatory requirements are adhered to.
You will be fully accountable and self-reliant and be able to produce accurate work with minimum input
from others.
It is expected that you are working towards the CII or CISI professional qualification benchmark or be
committed to achieving this. Your Employer will assist you with financial support for further training and
examination where relevant, but you will be expected to take full responsibility for your continuous
professional and personal development.
Relevant Skills and Knowledge
General Responsibilities
Specific Responsibilities
IFA Administrator - Northampton • Northampton, GB
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