Senior IFA Administrator – Hybrid, Client-Focused Support

Capio Recruitment are partnering with a well-established financial planning firm in Bath to appoint a Senior Administrator to join their growing team. This role supports a Financial Planner, manages adviser diaries and client servicing, and coordinates reviews, documentation and new business processes.

The position offers hybrid working, a genuine opportunity to become a trusted right-hand support, and a clear path for progression within a busy, professional advisory team.

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