Company: Capio Recruitment Financial Planning
Location: West Midlands
Job Description:
Capio Recruitment Financial Planning is seeking an experienced IFA Administrator to support advisers and take ownership of client work in the West Midlands. The role involves handling suitability reports, processing new business, and preparing portfolio materials while maintaining CRM accuracy.
The ideal candidate will have previous IFA or financial planning administration experience, strong IT skills (MS Office and Excel), and excellent attention to detail.
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Posted: October 4th, 2026