Job Description
IFA Administrator – Bristol| Up to £33,000 | Hybrid Working
Support a Leading Wealth Management Firm & Elevate Your Career – National IFA firm
Are you an experienced IFA Administrator looking for a role that offers career growth, a dynamic working environment, and hybrid flexibility? Join a highly respected Independent Financial Advisory (IFA) firm in London, where you’ll be a vital part of a team delivering high-quality financial planning solutions.
Salary – Up to £35,000 (DOE)
Hybrid working – Split your time between home and the office 3 days in the office and 2 from home
Established, growing firm with a strong reputation in wealth management
Ongoing professional development and potential for career progression
Supportive and collaborative team culture
Your Role & Responsibilities
Working in a team of Administrators supporting Financial Advisers
As an IFA Administrator, you’ll provide essential support to Financial Advisers and Paraplanners to ensure the seamless delivery of financial planning services. Your responsibilities will include:
Client Administration – Processing new business applications, valuations, and policy updates
Liaising with Providers – Managing correspondence with investment and pension providers
Client Communication – Responding to client queries and ensuring an exceptional service experience
Report & Document Preparation – Supporting advisers with documentation and compliance requirements
CRM Management – Maintaining accurate client records and updating financial systems
To be considered:
Previous IFA/Wealth Management administration experience
Strong understanding of pensions, investments products
Excellent attention to detail and ability to work in a fast-paced environment
A proactive, team-oriented mindset with great communication skills