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Ifa administrator

Bristol (City of Bristol)
Haydn Fine Recruitment
Ifa administrator
Posted: 22h ago
Offer 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.

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