IFA Administrator

IFA Administrator – Bristol | Up to £35,000 | Hybrid Working

Support a leading Wealth Management Firm & elevate your career – a respected National IFA firm.

Are you an experienced IFA Administrator seeking a role with career growth, a dynamic environment, and hybrid flexibility? Join a highly regarded Independent Financial Advisory (IFA) firm in Bristol, where you will be a vital part of a team delivering high-quality financial planning solutions.

Salary: Up to £35,000 (DOE)

Hybrid Working: Split your time between home and the office (3 days in the office, 2 from home)

Established and growing firm with a strong reputation in wealth management.

Ongoing professional development and potential for career progression.

Supportive and collaborative team culture.

• Working in a team of Administrators supporting Financial Advisers.
• Providing essential support to Financial Advisers and Paraplanners to ensure seamless financial planning services.
  
  Responsibilities include:
• Client Administration: Processing new business applications, valuations, and policy updates.
• Liaising with Providers: Managing correspondence with investment and pension providers.
• Client Communication: Responding to client queries and ensuring an exceptional service experience.
• Report & Document Preparation: Supporting advisers with documentation and compliance requirements.
• CRM Management: Maintaining accurate client records and updating financial systems.

• Previous IFA/Wealth Management administration experience.
• Strong understanding of pensions and investment products.
• Excellent attention to detail and ability to work in a fast-paced environment.
• A proactive, team-oriented mindset with great communication skills.