Financial Services Administrator
Coventry City Centre
£30,000 – £35,000 (DOE)


Are you an experienced Financial Services Administrator looking to join a small, close-knit team where your contribution genuinely matters?


This is a fantastic opportunity to work with a friendly IFA firm where you’ll gain exposure across pensions, investments, mortgages and protection, with real scope to develop your career over time.


The Role


You’ll provide hands-on support to advisers across the full client lifecycle, including:
*Managing client communications and day-to-day queries
*Processing new business and seeing cases through to completion
*Supporting research and gathering product/provider information
*Assisting with suitability reports and client reviews
*Preparing documentation for mortgage and protection cases
*Maintaining accurate client records and file compliance
*

You’ll work closely with the team in a collaborative environment where everyone supports each other, no hierarchy-heavy structure.


What We’re Looking For
*Experience within an IFA / financial planning practice
*Strong knowledge of pensions and investments (essential)
*Organised, detail-focused and proactive
*Confident communicator with a client-first mindset


Why Join?
*Friendly, supportive small team environment
*Broad exposure across multiple advice areas
*City centre location


Please contact Adele at Capio Recruitment for further information on this exciting opportunity!