Senior IFA Administrator

Job Title: Senior IFA Administrator Location:London Salary: £35,000 to £45,000 Capio Recruitment are partnering with a highly regarded Financial Planning firm that is looking to appoint a Client Relationship Executive to join its London office. This is an excellent opportunity for an experienced Financial Planning Administrator or Paraplanner who enjoys building relationships and wants to move into a more client centric role. Rather than focusing purely on administration, you'll become the trusted point of contact for a portfolio of clients, working closely with Financial Advisers to deliver an outstanding ongoing service while helping to strengthen long term client relationships. This is not a junior administration position. The business is looking for someone with strong industry experience, a positive and proactive mindset, and someone who genuinely enjoys working with clients. If you're looking for a role where you can have a real impact on the client experience while continuing to develop your career within Financial Planning, this could be a fantastic opportunity. The Role • Acting as the main day to day contact for a portfolio of Financial Planning clients • Building trusted relationships through regular communication and proactive service • Working alongside Financial Advisers to ensure a seamless client journey • Coordinating client reviews, meetings and ongoing servicing requirements • Liaising with providers and internal teams to ensure client requests are completed efficiently • Supporting advisers with the implementation of recommendations and follow up actions • Identifying opportunities to improve the overall client experience • Maintaining accurate client records and ensuring excellent service standards are consistently delivered What's Needed to Be Considered? • Previous experience within an Independent Financial Adviser or Wealth Management firm • Background as an experienced IFA Administrator, Senior Administrator or Paraplanner • Excellent communication skills with a genuine passion for building client relationships • A proactive, organised and solution focused approach • Strong understanding of pensions, investments and financial planning processes • Progress towards the Level 4 Diploma would be advantageous, although not essential • Someone who is ambitious, positive and excited to become part of a growing Financial Planning business What's on Offer? • Hybrid working • The opportunity to move into a genuinely relationship focused role • Ongoing professional development and support with qualifications • Long term career progression within a successful and expanding Financial Planning business • A collaborative culture where delivering an exceptional client experience is the priority To discuss this opportunity in more detail, please contact one of our Financial Planning specialists at Capio Recruitment.