Financial Planning Administrator

Role: Financial Planning AdministratorLocation: KetteringSalary: £ NegotiableThe OpportunityA well-established, modern, independent financial planning firm is seeking a professional and proactive IFA Administrator to join its growing Kettering-based team. This role offers an excellent opportunity to build a long-term career in financial services within a supportive, professional environment.Role OverviewThe successful candidate will provide essential administrative support to Financial Planners and Paraplanners, ensuring the smooth running of client services and back-office operations. This role is ideal for someone with strong attention to detail, excellent organisational skills, and a genuine interest in financial planning.Key ResponsibilitiesProcessing new business applications and maintaining accurate client records.Liaising with providers to obtain policy information and updates.Preparing documentation for client meetings, including valuations and reports.Managing client communications and scheduling appointments.Supporting the team with compliance and regulatory requirements.Assisting with annual reviews and updating client files accordingly.Candidate SkillsPrevious experience in a similar IFA, wealth management or financial services administration role.Progress towards some financial services qualifications (e.g., R01, CF1, FA1 or equivalent).Strong organisational and communication skills.High level of accuracy and attention to detail.Proficient in Microsoft Office and CRM systems.A proactive attitude and willingness to learn and grow within the role.Some of the Benefits on offer include:Fantastic holiday allowance of up to 30 days Annual Holiday + Bank Holidays. (Salary Purchase)Private Medical InsuranceStrong Pension SchemeCII Exams & Membership fundingOpportunity for progression towards paraplanning / advising in the future.