Senior Technical IFA Administrator

4 weeks ago

London, United Kingdom Capio Recruitment Full time

Senior Technical IFA Administrator | London | Up to £45,000 + Bonus & Company Benefits


Are you an experienced member of a Financial Planning support team looking for a dynamic role supporting one of the top-performing advisers in the business? Do you thrive in fast-paced, high-pressure environments and enjoy the challenge of delivering exceptional service? If so, this is the opportunity for you


Who We Are

We are a forward-thinking, culture-first financial advisory firm based near South Bank, London. Our team is committed to excellence, both in the service we deliver to our clients and the environment we create for our employees. We believe that happy, motivated people are key to success—and we’re dedicated to ensuring you love where you work.


The Role

As a Senior Technical IFA Administrator, you’ll be at the heart of our business, supporting one of our top-performing advisers. This is a fast-paced, demanding role where your ability to manage complex cases and deliver accurate, high-quality work under pressure will be essential. Experience with Intelligent Office (I.O.) will be a strong advantage as you help us maintain efficiency and accuracy across our processes.


What You’ll Do

  • Provide comprehensive technical administrative support to one of our top advisers
  • Manage and process new business applications, client reviews, and portfolio updates
  • Use Intelligent Office (I.O.) to manage client data, tasks, and workflows efficiently
  • Prepare detailed reports, technical analysis, and documentation for client meetings
  • Liaise with clients, product providers, and advisers to ensure smooth operations
  • Take ownership of complex cases and work autonomously on key projects
  • Ensure all work is in line with FCA regulations and company standards


What We’re Looking For

  • Strong experience in an IFA administration role, ideally with a focus on technical cases
  • Experience using Intelligent Office (I.O.) is highly desirable
  • Ability to work in a fast-paced environment and handle demanding workloads
  • Solid understanding of financial products, pensions, investments, and protection
  • Excellent attention to detail and organizational skills
  • Professional CII, CISI or LIBF qualifications would be advantageous
  • Knowledge of FCA regulations and financial services compliance
  • Strong communication and interpersonal skills


Why Join Us?

We offer much more than a standard office job. With the ability to work from anywhere in the world for one month each year, flexible start times, and an excellent bonus scheme, we support both your professional and personal growth. You’ll be working in a vibrant, collaborative office culture that prioritizes work-life balance while helping you reach your career potential.


Perks and Benefits:

  • Up to £45,000 salary, depending on experience
  • Work from anywhere in the world for one month each year
  • Flexible start times to suit your lifestyle
  • Generous pension scheme
  • A fast-paced, stimulating environment working alongside top performers
  • A people-first, supportive company culture


Location:

Our office is conveniently located near South Bank, London, offering excellent transport links and surrounded by great places to eat, socialise, and enjoy city life.


Ready to Join Us?

If you’re a talented Senior IFA Administrator with experience in Intelligent Office (I.O.) and ready for a fast-paced, challenging role, apply today This is your opportunity to work with the best and take the next step in your career with a company that puts people first.

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