https://jobs.co.uk/job/technical-ifa-administrator-capio-recruitment-financial-planning--f3b8bfdb-f803-4b23-9fdf-a45179f6deea RSS feed for Technical IFA Administrator at Capio Recruitment Financial Planning. en-gb Mon, 28 Sep 2026 15:14:13 GMT https://jobs.co.uk/job/technical-ifa-administrator-capio-recruitment-financial-planning--f3b8bfdb-f803-4b23-9fdf-a45179f6deea https://jobs.co.uk/job/technical-ifa-administrator-capio-recruitment-financial-planning--f3b8bfdb-f803-4b23-9fdf-a45179f6deea Mon, 28 Sep 2026 11:52:46 GMT Location: Northampton | Salary: 10000-500000 Annual | Type: Permanent | Technical IFA Administrator West Midlands £28,000-£32,000 + benefits Full-time / Part-Time considered We''re working with an established IFA firm that is looking to strengthen its support team with an experienced IFA Administrator. This is a great opportunity for someone with previous IFA administration experience who enjoys working closely with Advisers and taking ownership of client work. The Role Act as a key point of contact for clients and Advisers Prepare Suitability Reports / Reasons Why Letters Process new business from submission through to completion Prepare portfolio reports and meeting materials Manage client administration including fund switches and communications Maintain accurate CRM and back-office records Complete compliance checks and ensure business is ready for sign-off Manage and prioritise your workload effectively About You Previous IFA / Financial Planning administration experience Strong IT skills, particularly Microsoft Office and Excel Excellent attention to detail and organisation Confident, professional communication skills Able to work independently and manage changing priorities Intelliflo experience advantageous CII qualifications preferred bu... Permanent