Adviser Support Clevedon (Bristol)
£30,000 £35,000
Chartered IFA
Hybrid available once settled
Join an established Chartered IFA, 15+ years trading. 11 advisers across 4 offices. Strong solicitor/professional introducer network. Quality of work matters.
Team Structure
* 3 advisers (later life specialists)
* 1 paraplanner
* 1 admin (this hire)
Ideals
Minimum 2 years experience in an IFA or similar regulated environment. You must understand products, terminology and processes. This isn’t entry‑level admin.
Responsibilities
* Preparing client documentation (LOAs, agreements, case paperwork)
* New business processing & review prep
* Complex case implementation
* Maintaining Intelligent Office & Office 365 records
* Managing client / provider communication
* Accurate, compliant record keeping
Attention to detail is critical. A lot of the client base is later life planning, so cases can be sensitive and technical.
Package
£30,000-£35,000 DOE
20 days + bank holidays (rising to 25)
Hybrid (3 days in office)
Christmas closure (not deducted)
Funded professional qualifications
Pension, DIS, PHI
Office-based, 8:30 5pm
If you’re already in Adviser Support and want to join a stable, well‑run firm with clear structure, this is worth a conversation.
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