IFA Administrator - Birmingham

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

Benefits offered by this job

Flexible working hours

Hybrid working

Generous annual leave

Professional development opportunities

Auto enrolment pension

Death in Service

Supportive team

Job summary

Capio Recruitment Financial Planning is looking for an experienced IFA Administrator in Birmingham to join the team on a hybrid basis. The role involves supporting advisers, handling client servicing, and processing new business submissions with meticulous accuracy.

You will liaise with providers, clients and advisors, manage relationships, and input data precisely. Flexible hours, pension contributions, and development opportunities are offered.

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 all aspects of client servicing and administration.
• Process new business submissions, withdrawals and fund switches.
• Support with reporting and liaising with providers, clients and advisors on a regular basis.
• Manage client relationships and input data to a high level of accuracy.

Skills

Financial services

Attention to detail

Communication

Team player

CRM systems

Tools

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