Senior IFA Administrator

Job Title: Senior IFA Administrator

Location: Brighton (Hybrid)

Salary: £32,000 + Benefits

This is an excellent opportunity to join a well-established Wealth Management firm as a Client Relationship Manager, supporting Advisers and their clients to ensure a seamless, efficient, and compliant client experience.

You’ll manage your own portfolio of clients, working closely with Advisers, Paraplanners, and Client Support teams to coordinate client servicing, process new business, and maintain high standards of communication and administration.

The Role:

• Prepare files and documents for meetings, ensuring all information is up to date
• Process new business applications and liaise with providers to track progress
• Support Advisers with illustrations, reports, and investment updates
• Handle client queries professionally, keeping them informed throughout the process
• Provide oversight and guidance to Client Support Administrators where needed
• Ensure compliance with FCA and internal policies at all times

The Required Skills & Experience:

• Previous experience in a Financial Planning or Wealth Management environment
• Strong understanding of financial products and regulatory requirements
• Excellent organisational skills with a keen eye for detail
• Proficient in CRM/back-office systems and Microsoft Office
• Confident communicator, both written and verbal
• A proactive, client-focused attitude and ability to work well in a team

What’s on Offer:

• Salary of £32,000 per annum
• Hybrid Working (2 days in office)
• 25 days annual leave plus one well-being day
• Pension via salary sacrifice
• Death in Service (3x salary)
• Supportive, professional, and collaborative team environment

To discuss this opportunity further, please contact one of our Financial Planning specialists at Capio Recruitment.