IFA Administrator — Hybrid Role with Flexible Hours

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

Benefits offered by this job

Flexible hours

Hybrid work

Generous annual leave

Pension

Death in service

Supportive team

Job summary

Capio Recruitment Financial Planning in the United Kingdom is seeking an IFA Administrator in South Leicestershire with hybrid working. The role includes supporting advisers and the team with client servicing, new business submissions, and processing withdrawals and fund switches.

You will liaise with providers, clients and advisers, manage relationships, and input data with high accuracy. The position offers a flexible working pattern, a minimum one day in the office per week, and a pension

Qualifications

• Experience in financial services administration.
• Excellent attention to detail and organisational skills.
• Strong communication and a professional telephone manner.
• Experience across platforms and CRM systems.

Responsibilities

• Support advisers and the wider team across client servicing and administration.
• Handle new business submissions and processing.
• Process withdrawals and fund switches.
• Support reporting and liaise with providers, clients and advisers.
• Manage client relationships and ensure accurate data input.

Skills

Financial services administration

Attention to detail

Communication skills

CRM systems experience

Tools

CRM systems

Job description

Capio Recruitment Financial Planning in the United Kingdom is seeking an IFA Administrator in South Leicestershire with hybrid working. The role includes supporting advisers and the team with client servicing, new business submissions, and processing withdrawals and fund switches.

You will liaise with providers, clients and advisers, manage relationships, and input data with high accuracy. The position offers a flexible working pattern, a minimum one day in the office per week, and a pension