Senior IFA Administrator

Capio Recruitment; Bath; Hybrid; GBP 26,000 - 36,000; Full time

Benefits offered by this job

25 days holiday + bank holidays (incre

Hybrid Working

Holiday buy and sell scheme

Private Medical Insurance

Group Income Protection

4x Death in Service

Fully funded professional quals & dev

Job summary

Capio Recruitment are working with a well-established financial planning firm in Bath who are looking to appoint a Senior Administrator to join their growing team. This is an excellent opportunity for an experienced Financial Planning Administrator, who enjoys working closely with advisers and delivering an exceptional client experience.

The role offers a genuine opportunity to become a trusted right-hand support to a Financial Planner whilst working within a collaborative and professional

Qualifications

• Minimum 2 years' experience within Financial Planning, Wealth Management or a similar support role.
• Previous experience in a PA, Executive Assistant or adviser support capacity.
• Strong diary management and organisational skills.
• Experience using provider platforms and financial planning systems.
• Knowledge of Intelligent Office (IO) would be desirable.
• Excellent communication skills and a professional, client-focused approach.

Responsibilities

• Supporting a Financial Planner with day-to-day client servicing activities
• Managing adviser diaries, coordinating meetings and overseeing review schedules
• Acting as a key point of contact for clients and provider relationships
• Preparing client documentation, valuations and meeting packs
• Processing new business and managing cases through to completion
• Maintaining accurate client records across internal systems and provider platforms
• Liaising with providers, platforms and third parties to progress client work
• Monitoring ongoing servicing requirements and ensuring a high standard of client care

Skills

Diary management

Client servicing

Communication skills

Relationship building

Tools

Intelligent Office

Job description

Capio Recruitment are working with a well-established and highly respected financial planning firm in Bath who are looking to appoint a Senior Administrator to join their growing team.

This is an excellent opportunity for an experienced Financial Planning Administrator, who enjoys working closely with advisers and delivering an exceptional client experience. The role offers a genuine opportunity to become a trusted right-hand support to a Financial Planner whilst working within a collaborative and professional environment.

You'll play a key role in managing client relationships, coordinating adviser activity and ensuring clients receive a seamless service throughout their financial planning journey.

This position would suit someone who enjoys taking ownership, building strong relationships and being at the centre of a busy and successful advice team.

The Role

• Supporting a Financial Planner with day-to-day client servicing activities
• Managing adviser diaries, coordinating meetings and overseeing review schedules
• Acting as a key point of contact for clients and provider relationships
• Preparing client documentation, valuations and meeting packs
• Processing new business and managing cases through to completion
• Maintaining accurate client records across internal systems and provider platforms
• Liaising with providers, platforms and third parties to progress client work
• Monitoring ongoing servicing requirements and ensuring a high standard of client care

What's Needed to Be Considered?

• Minimum 2 years' experience within Financial Planning, Wealth Management or a similar support role
• Previous experience in a PA, Executive Assistant or adviser support capacity
• Strong diary management and organisational skills
• Experience using provider platforms and financial planning systems
• Knowledge of Intelligent Office (IO) would be desirable
• Excellent communication skills and a professional, client-focused approach

What's on Offer?

• 25 days holiday plus bank holidays, increasing with service
• Hybrid Working
• Holiday buy and sell scheme
• Private Medical Insurance
• Group Income Protection
• 4x Death in Service
• Fully funded professional qualifications and development support
• Long-term progression opportunities within a growing financial planning business