IFA Administrator

Capio Recruitment Financial Planning; England; Hybrid; GBP 28,000 - 32,000; Full time

Benefits offered by this job

Flexible working hours

Hybrid working

5% matched pension contributions

Additional Benefits

Job summary

Capio Recruitment Financial Planning is seeking an IFA Administrator in South Leicestershire. The role supports advisers with client servicing and administration, including new business submissions, withdrawals, and fund switches, while maintaining strong client relationships and accurate data input.

Hybrid working is offered with 1 day in the office per week. The firm provides flexible hours, generous annual leave, professional development, and a supportive team 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.
• Process new business submissions, withdrawals, and fund switches.
• Assist with reporting and liaise with providers, clients and advisers regularly.
• Manage client relationships with high attention to detail and accuracy in data input.

Skills

Financial services administration

Attention to detail

Communication skills

Telephone manner

Team player

CRM experience

Tools

CRM systems

Job description

IFA Administrator

Location: South Leicestershire (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