IFA Administrator | Hybrid, Flexible Hours & Pension

Capio Recruitment Financial Planning; Birmingham; Hybrid; 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

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.