Job Description
IFA Administrator
Bristol | Hybrid Working (2+ days in office) | Free Onsite Parking
Are you an experienced IFA Administrator looking to join a modern, supportive and growing financial planning firm with genuine long-term career prospects?
We're working with a highly regarded financial planning firm in Bristol that is looking to add an experienced IFA Administrator to their friendly and collaborative team. This is a fantastic opportunity to join a business that truly invests in its people, has an excellent culture, and promotes from within.
The Role
You'll be providing high-quality administrative support to Financial Planners and Paraplanners, helping to ensure clients receive an outstanding service at every stage of their journey.
Your responsibilities will include:
* Preparing and processing new business and client documentation
* Liaising with providers, clients and internal stakeholders
* Maintaining accurate client records and back-office systems
* Supporting with valuations, illustrations and policy information
* General administration to support the advice process from start to finish
About You
* Minimum 2+ years' experience as an IFA Administrator
* Experience working within a financial planning / wealth management firm
* Highly organised with strong attention to detail
* Confident communicator with a proactive, team-focused attitude
What's on Offer
* Hybrid working – 2+ days per week in the Bristol office, remainder from home
* Free onsite parking
* 10% employer pension contribution
* 25 days annual leave + bank holidays, increasing by 1 day per year of service (up to an additional 5 days)
* Private medical insurance
* Life insurance
* Supportive, positive and forward-thinking workplace culture
* Strong track record of internal promotion and long-term career progression
Career Progression
This firm is genuinely passionate about developing their people. You'll be supported and sponsored through your Level 4 qualifications, with a clear long-term pathway towards a Paraplanner role and beyond.
Why Apply?
You'll be joining a business with a fantastic culture, low staff turnover, and a real commitment to long-term careers — not just filling seats.