Senior IFA Administrator

Recruitment Rebellion; Northampton; On-site; GBP 22,000 - 30,000; Full time

Job summary

A leading financial planning firm in Northampton is seeking a Senior Administrator to enhance their client servicing team. This role involves supporting financial planners with various administration tasks and client interaction. The ideal candidate will have at least 2 years of experience in a financial planning environment and possess strong knowledge of financial services products. Benefits include extensive holiday entitlement, hybrid working, and contributions to your well-being, making it a fantastic opportunity to further your career.

Benefits

25 days holidays + bank holidays

Weekly paid half-days if the work is done

Hybrid working (3 days WFH)

Minimum 3% pension

Medical and well-being benefits

Qualifications

• At least 2 years of experience in admin for an independent financial planning firm.
• Strong working knowledge of financial services products.
• Excellent attention to detail and the ability to work independently.

Responsibilities

• Play a vital role in the client servicing team, supporting financial planners.
• Manage business processing and administration tasks.
• Prepare for annual planning meetings and handle general client servicing.

Skills

Attention to detail

Positive mindset

Proactive problem-solving

Client servicing

Education

Experience in financial planning

Tools

Intelliflo

Hubwise

Nucleus platforms

Job description

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Are you passionate about financial planning administration?

Strategic Vision Wealth Management is recruiting for aSenior Administratorto join our small, values-led financial planning firm. We believe in doing the right thing for our clients and, with us, you can make a real difference and develop your career.

We have amazing benefits including 25 days holidays + bank holidays, weekly paid half-days if the work is done, hybrid working (3 days WFH), minimum 3% pension and a host of other medical and well-being benefits.

What you'll be doing:

You'll play a vital role in our client servicing team, supporting Financial Planners with:

• Business processing and administration tasks.
• Preparing for annual planning meetings.
• Managing platform-based tasks.
• General client servicing.

About you:

We're looking for someone who can hit the ground running with:

• At least 2 years experience in admin for an independent financial planning firm.
• Strong working knowledge of financial services products.
• Ideally experience using Intelliflo together with Hubwise and Nucleus platforms.
• A positive, proactive mindset you enjoy improving things and getting things done.
• Excellent attention to detail and the ability to work independently.

About us:

We are proud to have been shortlisted for the Employer of the Year Award in 2023 by the Oxfordshire Business Awards!

Our wellbeing is a priority and we regularly have walking 1:1 meetings, team challenges, and discussions around healthy lifestyle.

Our office is new and smart, and green space with wildlife is a 10 minutes walk away perfect for a lunch break to recharge your batteries. Theres also a free well-equipped outdoor gym within 3 minutes walk from our office if you prefer a more active way to clear your head.

We live by our values, and we're proud of it.

• Treat every client like they're our only one.
• Be friendly, respectful, and honest.
• Deliver on what we promise and never overpromise.
• Be financially secure and help others achieve the same.

If you are aligned with our values, please apply, we'd love to hear from you!

How to apply:

We're partnering with Recruitment Rebellion Limited to fill this role. Applications are open for up to 40 days but may close early if a suitable candidate is found.

Our process is fair and inclusive. If you need adjustments, let us know. Only shortlisted candidates will be contacted.

To improve your chances, ensure you meet the criteria, have the right to work in the UK, and submit a clear, tailored CV showcasing your relevant experience.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Information Technology

• Industries

  Staffing and Recruiting

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