Technical IFA Administrator - Northampton

Capio Recruitment Financial Planning; West Midlands; On-site; GBP 28,000 - 32,000; Full time

Job summary

Capio Recruitment Financial Planning is seeking an experienced IFA Administrator to support advisers and take ownership of client work in the West Midlands. The role involves handling suitability reports, processing new business, and preparing portfolio materials while maintaining CRM accuracy.

The ideal candidate will have previous IFA or financial planning administration experience, strong IT skills (MS Office and Excel), and excellent attention to detail.

Qualifications

• Experience in IFA administration or financial planning.
• Strong IT skills including MS Office and Excel.
• Attention to detail and organisational skills.
• Confident, professional communication.
• Ability to work independently and manage changing priorities.
• Intelliflo experience advantageous.
• CII qualifications preferred but not essential.

Responsibilities

• Act as a key point of contact for clients and Advisers
• Prepare Suitability Reports / Reasons Why Letters
• Process new business from submission through to completion
• Prepare portfolio reports and meeting materials
• Manage client administration including fund switches and communications
• Maintain accurate CRM and back-office records
• Complete compliance checks and ensure business is ready for sign-off
• Manage and prioritise your workload effectively

Skills

IFA admin experience

Microsoft Office

Attention to detail

Communication skills

Independent worker

Intelliflo experience

CII qualifications preferred

Education

CII qualifications preferred

Tools

Intelliflo

Job description

Technical IFA Administrator

West Midlands £28,000-£32,000 + benefits Full-time / Part-Time considered

We're working with an established IFA firm that is looking to strengthen its support team with an experienced IFA Administrator.

This is a great opportunity for someone with previous IFA administration experience who enjoys working closely with Advisers and taking ownership of client work.

The Role

• Act as a key point of contact for clients and Advisers
• Prepare Suitability Reports / Reasons Why Letters
• Process new business from submission through to completion
• Prepare portfolio reports and meeting materials
• Manage client administration including fund switches and communications
• Maintain accurate CRM and back-office records
• Complete compliance checks and ensure business is ready for sign-off
• Manage and prioritise your workload effectively

About You

• Previous IFA / Financial Planning administration experience
• Strong IT skills, particularly Microsoft Office and Excel
• Excellent attention to detail and organisation
• Confident, professional communication skills
• Able to work independently and manage changing priorities
• Intelliflo experience advantageous
• CII qualifications preferred but not essential

The role is ideally full-time, working 7.5 hours Monday-Friday, although reduced hours can be considered.

If you're an experienced IFA Administrator or Technical Assistant looking for your next opportunity, we'd love to hear from you.