Senior IFA Administrator
Bristol | Hybrid Working Available
£27,000 – £31,000 + Benefits
Full-Time | Permanent
An established wealth management firm in Bristol is looking to appoint a Senior Administrator to support advisers, clients and senior management across day-to-day operations and client servicing.
Job Ref
90524
Location
Bristol
Salary
£27,000 - £31,000 Per Annum
Employment Type
Permanent
Key Responsibilities
* Processing investment and client instructions
* Maintaining accurate client and portfolio records
* Preparing client valuations and reports
* Supporting advisers and senior management
* Assisting with reconciliations and operational processes
* Mentoring junior team members
* Supporting improvements across administration processes
Requirements
* Previous financial services administration experience
* Strong organisational and communication skills
* High attention to detail
* Ability to manage workloads independently
* Progress towards industry qualifications beneficial
Benefits
The business offers a supportive environment, long-term development opportunities and an office in a central Bristol location with hybrid flexibility.
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