IFA Administrator

Capio Recruitment Financial Planning; United Kingdom; On-site; GBP 26,000 - 32,000; Full time

Job summary

A leading boutique wealth management firm in East Brighton is seeking an experienced IFA Administrator. This role involves managing adviser support, preparing client packs, and maintaining records, with opportunities to expand technical skills in a supportive environment. Ideal for proactive individuals ready to develop their careers in financial services.

Qualifications

• Experience in IFA/wealth management admin role required.
• Ability to manage the full advice process.
• A willingness to support technical tasks alongside paraplanners.

Responsibilities

• Manage all aspects of IFA administration and support advisers.
• Prepare client documentation and maintain high service levels.
• Process new business and liaise with providers.

Skills

Attention to detail

Proactive approach

Teamwork

Tools

CRM systems

Job description

Job Title: IFA AdministratorLocation: East BrightonSalary: GBP26,000 - GBP32,000

About the Company:This is a well-established, boutique wealth management firm with a strong reputation for delivering tailored financial advice to a loyal client base. Known for its supportive and professional environment, the business is growing steadily and offers genuine long-term development opportunities for team members looking to build their careers in financial services.

Role Summary:This is a great opportunity for an experienced IFA Administrator who's confident in all aspects of adviser support and is keen to develop their skills further. You'll play a key role in the smooth running of the advice process, with scope to support some entry-level paraplanning work alongside the team, perfect for someone who's proactive and looking to expand their technical exposure.

Key Responsibilities:

• Manage all aspects of IFA administration: ensure efficient and compliant support to advisers
• Prepare client packs, valuations, and review documentation: keep service levels high and consistent
• Process new business and liaise with providers: help maintain excellent turnaround times
• Maintain client records using CRM systems: IO
• Support basic paraplanning tasks where needed: develop your technical skills in a live setting

Requirements:

• Previous experience in an IFA/wealth management admin role
• Confident in managing the full advice process from an admin perspective
• Strong attention to detail and a proactive, team-focused approach
• Keen to learn and support technical tasks alongside paraplanners