IFA Administrator in Fareham - Capio Recruitment Financial Planning

Benefits: Pension scheme with 6% employer contribution, 26 days holiday plus bank holidays, Private medical insurance, Life assurance (4x salary), Group income protection, Work From Anywhere policy

A national wealth management practice known for providing comprehensive financial planning and investment management services. Operating from a collaborative regional hub in Fareham, the firm combines modern technology with high standards of client care, providing administrative and technical teams with direct adviser access and a supportive working environment.

If you are seeking closer day-to-day engagement with advice delivery rather than working in a detached back-office team, this role offers direct one-on-one collaboration with a Financial Planner. You will manage end-to-end administration across investments, pensions, and protection, providing a clear line of sight over client outcomes within a structured, modern practice.

• Process new business across pensions, investments, and protection, tracking pipeline submissions through to completion to keep client onboarding efficient.
• Issue letters of authority, gather policy information, and liaise with providers such as Aegon, AJ Bell, Fidelity, and Aviva to ensure advisers have accurate data.
• Work alongside paraplanners and advisers to prepare client review packs, helping ensure suitability reports and supporting documents are ready well ahead of meetings.
• Maintain accurate and audit-ready records on Xplan, coordinating post-meeting actions and client communications within agreed service levels.

• Prior administration experience within an IFA, wealth management, or financial planning practice.
• Working knowledge of financial products across pensions, investments, and protection.
• Experience using wealth management CRM systems, ideally Xplan, and platform provider portals.
• Professional communication skills for liaising effectively with clients, advisers, and product providers, with RO examination study considered an advantage.

If this role isn’t quite right, it’s still worth speaking to one of our specialist team, as we may be working on something that hasn’t hit the market yet.

Related Job Titles: Financial Planning Administrator, Wealth Management Administrator, Client Support Administrator, Private Client Administrator, Client Service Administrator

Referral scheme: We pay £250 for any candidate you refer to us that we place. If you know anyone who may be suitable, please let u