https://jobs.co.uk/job/ifa-administrator-capio-recruitment-financial-planning--cad55095-1078-44a4-9ff7-ccea755fe35b RSS feed for IFA Administrator at Capio Recruitment Financial Planning. en-gb Sat, 19 Sep 2026 16:40:26 GMT https://jobs.co.uk/job/ifa-administrator-capio-recruitment-financial-planning--cad55095-1078-44a4-9ff7-ccea755fe35b https://jobs.co.uk/job/ifa-administrator-capio-recruitment-financial-planning--cad55095-1078-44a4-9ff7-ccea755fe35b Sat, 19 Sep 2026 11:52:55 GMT Location: Fareham | Salary: 10000-500000 Annual | Type: Permanent | Benefits: Pension scheme with 6% employer contribution, 26 days holiday plus bank holidays, Private medical insurance, Life assurance (4x salary), Group income protection, Work From Anywhere policy About the Company A national wealth management practice known for providing comprehensive financial planning and investment management services. Operating from a collaborative regional hub in Fareham, the firm combines modern technology with high standards of client care, providing administrative and technical teams with direct adviser access and a supportive working environment. Role Summary If you are seeking closer day-to-day engagement with advice delivery rather than working in a detached back-office team, this role offers direct one-on-one collaboration with a Financial Planner. You will manage end-to-end administration across investments, pensions, and protection, providing a clear line of sight over client outcomes within a structured, modern practice. Key Responsibilities Process new business across pensions, investments, and protection, tracking pipeline submissions through to completion to keep client onboarding efficient. Issue letters of authority, gather policy information... Permanent