IFA Administrator – Bristol | Up to £35,000 | Hybrid Working
Support a leading Wealth Management Firm & elevate your career – a respected National IFA firm.
Are you an experienced IFA Administrator seeking a role with career growth, a dynamic environment, and hybrid flexibility? Join a highly regarded Independent Financial Advisory (IFA) firm in Bristol, where you will 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, 2 from home)
Established and 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.
* Providing essential support to Financial Advisers and Paraplanners to ensure seamless financial planning services. Responsibilities 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 and investment products.
* Excellent attention to detail and ability to work in a fast-paced environment.
* A proactive, team-oriented mindset with great communication skills.
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