https://jobs.co.uk/job/senior-ifa-administrator-capio-recruitment-financial-planning--e7591075-7d08-4722-a44e-8098f3c6bd33 RSS feed for Senior IFA Administrator at Capio Recruitment Financial Planning. en-gb Wed, 01 Jul 2026 18:16:06 GMT https://jobs.co.uk/job/senior-ifa-administrator-capio-recruitment-financial-planning--e7591075-7d08-4722-a44e-8098f3c6bd33 https://jobs.co.uk/job/senior-ifa-administrator-capio-recruitment-financial-planning--e7591075-7d08-4722-a44e-8098f3c6bd33 Wed, 01 Jul 2026 11:52:38 GMT Location: Bath | Salary: 30000.00-30000.00 Annual | Type: Permanent | Job Title: Senior IFA AdministratorLocation: BathSalary: £30,000 to £40,000Capio Recruitment are working with a well-established and highly respected financial planning firm in Bath who are looking to appoint a Senior Administrator to join their growing team.This is an excellent opportunity for an experienced Financial Planning Administrator, who enjoys working closely with advisers and delivering an exceptional client experience. The role offers a genuine opportunity to become a trusted right-hand support to a Financial Planner whilst working within a collaborative and professional environment.You''ll play a key role in managing client relationships, coordinating adviser activity and ensuring clients receive a seamless service throughout their financial planning journey.This position would suit someone who enjoys taking ownership, building strong relationships and being at the centre of a busy and successful advice team.The RoleSupporting a Financial Planner with day-to-day client servicing activitiesManaging adviser diaries, coordinating meetings and overseeing review schedulesActing as a key point of contact for clients and provider relationshipsPreparing client documentation, v... Permanent