Senior IFA Administrator Role with Technical Expertise

1 day ago


London, Greater London, United Kingdom Capio Recruitment Full time

We are seeking a highly skilled Senior IFA Administrator to join our team, based near South Bank, London.

This is an exceptional opportunity for an experienced professional to take their career to the next level and work with one of the top-performing advisers in the business.

About the Role

As a Senior Technical IFA Administrator, you will be responsible for providing comprehensive technical administrative support to our adviser, managing complex cases, and delivering accurate high-quality work under pressure.

  • You will have strong experience in IFA administration, ideally with a focus on technical cases.
  • A strong understanding of financial products, pensions, investments, and protection is essential.
  • Excellent attention to detail and organizational skills are required.

You will be working in a fast-paced environment, handling demanding workloads, and liaising with clients, product providers, and advisers to ensure smooth operations.

What We're Looking For

We are looking for a talented individual with:

Strong technical expertise in IFA administration.Experience using Intelligent Office (I.O.) is highly desirable.Ability to work autonomously and take ownership of complex cases.Solid knowledge of FCA regulations and financial services compliance.

You will be rewarded with a competitive salary, up to £45,000 depending on experience, and a range of benefits including flexible start times, generous pension scheme, and work-life balance.

This is an exciting opportunity to join a dynamic company culture that prioritizes work-life balance while helping you reach your career potential.



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