IFA Administrator - Capio Recruitment Financial Planning : Job Details

Job Title: IFA Administrator

Locations: London

Hours: Full Time (Hybrid Working + Flexible Hours)

What’s in It for You:

• Bonus Scheme: Performance-based bonus to reward your contributions.
• Generous Holiday: 24 days of holiday (increasing to 26) + 2 additional days for Christmas shutdown.
• Private Healthcare: Comprehensive health cover available after a qualifying period.
• Income Protection & Life Assurance: Financial security and peace of mind.
• Wellbeing & Eye Care: Support for both your mental and physical health.
• Bike to Work Scheme: Affordable commuting with a cycling initiative.
• Career Development: Full support to help you gain professional qualifications and progress in your career.

What You’ll Be Doing:

• Providing essential administrative support to our Financial Planners and Paraplanners.
• Preparing client documentation, meeting packs, and annual review reports.
• Managing client portfolios, ensuring data accuracy and compliance.
• Liaising with providers and clients to process applications, payments, and policy updates.
• Maintaining and updating CRM systems with client details and financial information.

Who We’re Looking For:

• Experience in financial administration, ideally within an IFA, wealth management, or financial planning firm.
• Strong attention to detail with the ability to manage multiple tasks efficiently.
• Excellent communication and relationship-building skills.
• A proactive approach, with a desire to develop and progress in the financial planning profession.

Interested?

Apply!