Senior IFA Administrator - Hybrid, Client-Focused Support

Capio Recruitment Financial Planning; Bath; Hybrid; GBP 32,000 - 35,000; Full time

Benefits offered by this job

25 days holiday

Hybrid Working

Holiday buy/sell

Private Medical Insurance

Group Income Protection

Death in Service

Professional qualifications

Progression opportunities

Job summary

Capio Recruitment are partnering with a well-established financial planning firm in Bath to appoint a Senior Administrator to join their growing team. This role supports a Financial Planner, manages adviser diaries and client servicing, and coordinates reviews, documentation and new business processes.

The position offers hybrid working, a genuine opportunity to become a trusted right-hand support, and a clear path for progression within a busy, professional advisory team.

Qualifications

• Minimum 2 years' experience within Financial Planning, Wealth Management or a similar support role.
• Experience as PA/EA or adviser support is desirable.
• 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

• Support a Financial Planner with day-to-day client servicing activities.
• Manage adviser diaries, coordinate meetings and oversee review schedules.
• Act as a key point of contact for clients and provider relationships.
• Prepare client documentation, valuations and meeting packs.
• Process new business and manage cases through to completion.
• Maintain accurate client records across internal systems and provider platforms.
• Liaise with providers, platforms and third parties to progress client work.
• Monitor ongoing servicing requirements and ensure high standards of client care.

Skills

Diary management

Client relations

Organisational skills

Communication skills

Provider platforms

Intelligent Office IO

Tools

Provider platforms

Intelligent Office IO

Job description

Capio Recruitment are partnering with a well-established financial planning firm in Bath to appoint a Senior Administrator to join their growing team. This role supports a Financial Planner, manages adviser diaries and client servicing, and coordinates reviews, documentation and new business processes.

The position offers hybrid working, a genuine opportunity to become a trusted right-hand support, and a clear path for progression within a busy, professional advisory team.