IFA Administrator - Capio Recruitment Financial Planning : Job Details

Job Title: IFA AdministratorLocation: East BrightonSalary: £26,000 - £32,000

About the Company:This is a well-established, boutique wealth management firm with a strong reputation for delivering tailored financial advice to a loyal client base. Known for its supportive and professional environment, the business is growing steadily and offers genuine long-term development opportunities for team members looking to build their careers in financial services.

Role Summary:This is a great opportunity for an experienced IFA Administrator who’s confident in all aspects of adviser support and is keen to develop their skills further. You’ll play a key role in the smooth running of the advice process, with scope to support some entry-level paraplanning work alongside the team, perfect for someone who’s proactive and looking to expand their technical exposure.

Key Responsibilities:

• Manage all aspects of IFA administration: ensure efficient and compliant support to advisers
• Prepare client packs, valuations, and review documentation: keep service levels high and consistent
• Process new business and liaise with providers: help maintain excellent turnaround times
• Maintain client records using CRM systems: IO
• Support basic paraplanning tasks where needed: develop your technical skills in a live setting

Requirements:

• Previous experience in an IFA/wealth management admin role
• Confident in managing the full advice process from an admin perspective
• Strong attention to detail and a proactive, team-focused approach
• Keen to learn and support technical tasks alongside paraplanners