Capio Recruitment Financial Planning is seeking an IFA Administrator in Birmingham to support advisers and the client servicing team. The role focuses on ensuring accurate administration across new business submissions, withdrawals, fund switches, reporting, and CRM data input.
This hybrid position offers flexible hours, a competitive pension contribution, generous annual leave, and ongoing professional development within a collaborative, client‑focused environment.
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Flexible Working Hours 1 day in the office per week (minimum) 5% matched pension contributions DISx4 Additional Benefits
Birmingham
Flexible Working Hours 1 day in the office per week (minimum) 5% matched pension contributions DISx4 Additional Benefits
Flexible Working Hours 1 day in the office per week (minimum) 5% matched pension contributions DISx4 Additional Benefits
Tinsley Green
Are you an experienced IFA Administrator looking to join a growing and professional wealth management business where your expertise will be…
Leicester
I’m working with a growing IFA firm who are looking to add an experienced IFA Administrator to their team.
Wakefield
Are you an organised, detail?driven financial services professional who thrives in a busy, client?focused environment?
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