Location
PLYMOUTH
Salary £28000 - £30000 TypePermanent WorkplaceOn-Site Ref88746
IFA Administrator
Bristol (central office opening December 2025)
Full-Time, permanent | Salary £28,000-£30,000 DOE
£1200 Annual bonus !!
About Us
We are an employee-owned wealth management firm with a strong track record of internal progression and a supportive, collaborative culture. As we expand into Bristol, were looking for an Administrator to play a key role in supporting our adviser and ensuring an excellent client experience from day one.
The Role
1. Manage client records and documentation
2. Liaise with providers and clients to progress cases smoothly
3. Support advisers with meeting prep and follow-up
4. Keep processes FCA-compliant and the office running smoothly
What we offer:
5. Salary c. £28,000 DOE + £1,200 annual tax-free bonus
6. 11% employer pension contribution
7. Employee ownership scheme (profit share + proceeds if company sold)
8. 25 days holiday + bank holidays
9. Study support for qualifications & clear career progression
Be part of a growing Bristol team (23 initially, expanding to 4 by 2026) within a medium-sized, employee-owned firm known for its supportive culture and internal promotions.
If this role isnt quite the right fit, wed still like to hear from you. We often have opportunities across administration, paraplanning, and adviser support, and well be happy to discuss roles that align with your skills.