Job Title: IFA Administrator
Location: Southampton
Salary: £28,000 to £35,000


The Company
This is an opportunity to join a well-established and growing Independent Financial Advice firm with an excellent reputation for client care. The business offers a welcoming, supportive environment and delivers advice tailored to individual client needs.
Due to continued growth, they are looking for a proactive and organised individual to join their support team. The role offers clear development opportunities, including support towards industry qualifications and progression within financial planning.


The Role
You will provide administrative and client service support to a team of experienced Financial Advisers, ensuring the advice process runs smoothly and efficiently while maintaining high service standards.


Key Responsibilities
• Processing new business applications
• Liaising with product providers and third parties
• Maintaining and updating back office systems
• Supporting Financial Advisers throughout the advice process
• Issuing Letters of Authority
• Acting as a first point of contact for client queries


Skills and Experience
• Previous experience within an IFA administration role or financial services environment
• A proactive and client focused approach
• Strong organisation and attention to detail
• Willingness to study towards industry qualifications
• Relevant exams desirable
• Competent using Microsoft Office and back-office systems


For more information, please contact one of our Financial Planning specialists at Capio Recruitment