Senior IFA Administrator

Job Title: Senior IFA Administrator

Location:London

Salary: £35,000 to £45,000

Capio Recruitment are partnering with a highly regarded Financial Planning firm that is looking to appoint a Client Relationship Executive to join its London office.

This is an excellent opportunity for an experienced Financial Planning Administrator or Paraplanner who enjoys building relationships and wants to move into a more client centric role. Rather than focusing purely on administration, you'll become the trusted point of contact for a portfolio of clients, working closely with Financial Advisers to deliver an outstanding ongoing service while helping to strengthen long term client relationships.

This is not a junior administration position. The business is looking for someone with strong industry experience, a positive and proactive mindset, and someone who genuinely enjoys working with clients. If you're looking for a role where you can have a real impact on the client experience while continuing to develop your career within Financial Planning, this could be a fantastic opportunity.

The Role

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• Acting as the main day to day contact for a portfolio of Financial Planning clients
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• Building trusted relationships through regular communication and proactive service
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• Working alongside Financial Advisers to ensure a seamless client journey
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• Coordinating client reviews, meetings and ongoing servicing requirements
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• Liaising with providers and internal teams to ensure client requests are completed efficiently
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• Supporting advisers with the implementation of recommendations and follow up actions
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• Identifying opportunities to improve the overall client experience
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• Maintaining accurate client records and ensuring excellent service standards are consistently delivered
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What's Needed to Be Considered?

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• Previous experience within an Independent Financial Adviser or Wealth Management firm
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• Background as an experienced IFA Administrator, Senior Administrator or Paraplanner
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• Excellent communication skills with a genuine passion for building client relationships
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• A proactive, organised and solution focused approach
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• Strong understanding of pensions, investments and financial planning processes
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• Progress towards the Level 4 Diploma would be advantageous, although not essential
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• Someone who is ambitious, positive and excited to become part of a growing Financial Planning business
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What's on Offer?

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• Hybrid working
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• The opportunity to move into a genuinely relationship focused role
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• Ongoing professional development and support with qualifications
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• Long term career progression within a successful and expanding Financial Planning business
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• A collaborative culture where delivering an exceptional client experience is the priority
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To discuss this opportunity in more detail, please contact one of our Financial Planning specialists at Capio Recruitment.