IFA Administrator
Capio Recruitment Financial Planning
Wolverhampton
Full-time
GBP 27,500 – 32,000
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IFA Administrator
Wolverhampton
£27,500 - £32,000
Overview Our client is a respected independent wealth management firm based in the Wolverhampton area, recognised for delivering high-quality financial planning and excellent client service. They offer a professional yet supportive environment with a strong focus on collaboration, autonomy, and long-term development.
This opportunity would suit an experienced Administrator looking to join a well-established financial planning business and play a key role supporting Advisers and clients.
Key Responsibilities • Supporting Financial Advisers with day-to-day administration
- Maintaining client records and back-office systems
- Preparing client review packs and valuations
- Managing provider correspondence and authority requests
- Diary and workflow management
- Processing investment and product transactions
- Assisting with general office administration and client servicing
- Strong organisational skills and attention to detail
- Professional and client-focused approach
- Able to work independently within a small team
- Intelligent Office (iO) experience beneficial
- Discretionary bonus
- Pension scheme
- Life assurance
- Study support
- Growing holiday allowance
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