IFA Administrator

Capio Recruitment Financial Planning; Birmingham; On-site; GBP 28,000 - 32,000; Full time

Benefits offered by this job

Flexible working hours

Hybrid working

5% matched pension contributions

Death in Service

Generous annual leave

Professional development opportunities

Job summary

Capio Recruitment Financial Planning is seeking an IFA Administrator in Birmingham to support advisers and the client servicing team. The role focuses on ensuring accurate administration across new business submissions, withdrawals, fund switches, reporting, and CRM data input.

This hybrid position offers flexible hours, a competitive pension contribution, generous annual leave, and ongoing professional development within a collaborative, client‑focused environment.

Qualifications

• Experience in financial services administration.
• Strong attention to detail and organisational skills.
• Excellent communication skills and a professional telephone manner.
• A proactive, positive, and team-oriented approach.
• Experience across a variety of platforms and CRM systems.

Responsibilities

• Support advisers and the wider team across client servicing and administration.
• Handle new business submissions, withdrawals and fund switches.
• Assist with reporting and liaise with providers, clients and advisors.
• Maintain high-quality data input and ensure accuracy in records.
• Manage client relationships with a professional and proactive approach.

Skills

Financial services admin

Attention to detail

Communication skills

Team player

CRM systems

Job description

IFA Administrator

Location: Birmingham (Hybrid)

Salary: £28,000 - £32,000 (dependent on experience)

Flexible Working Hours 1 day in the office per week (minimum) 5% matched pension contributions DISx4 Additional Benefits

About the Firm

We are working with a well-respected and growing IFA firm that prides itself on delivering a first-class, client-focused service. Their team is friendly, professional, and passionate about providing tailored advice and exceptional support to our clients.

They are now looking for an experienced IFA Administrator to join their team. This role would suit someone with a strong background in financial services administration who enjoys working in a collaborative environment and takes pride in accuracy, organisation, and excellent client care.

The Role

You’ll play a key role in supporting advisers and the wider team across all aspects of client servicing and administration. Including new business submissions, processing withdrawals and fund switches, supporting with reporting, liaising with providers, clients and advisors on a regular basis and managing client relationships as well as data input to a high level of attention to detail.

What You’ll Bring

• Experience in financial services administration.
• Strong attention to detail and organisational skills.
• Excellent communication skills and a professional telephone manner.
• A proactive, positive, and team-oriented approach.
• Experience across a variety of platforms and CRM systems

What’s in It for You

• Flexible working hours and hybrid working
• Generous annual leave
• Professional development opportunities
• Auto enrolment pension
• Death in Service
• A genuinely supportive team