Back to search
Job Title: IFA Administrator
Location: Bristol
Type: Hybird
Salary: £28,000 - £30,000
About the Company:
Our client is a well-established and growing financial advisory firm based in the Bristol area. They are known for delivering tailored wealth management solutions and financial planning services, supporting a diverse client base. With a strong reputation for professionalism and client-focused advice, they are looking for a dedicated and experienced IFA Administrator to join their team as they continue to expand.
Role Summary:
This is an excellent opportunity for an experienced administrator seeking a career with a bespoke financial services firm. As an IFA Administrator, you will play a key role in supporting financial advisors, ensuring smooth client interactions, and maintaining accurate records. The position offers a competitive salary, performance-based incentives, and professional development opportunities, including support for industry qualifications. The company fosters a positive and collaborative work environment with flexible working arrangements.
Key Responsibilities:
- Client Administration: Process new business applications and manage client documentation, ensuring efficiency and accuracy.
- Data & CRM Management: Maintain and update client records, contributing to streamlined processes and regulatory compliance.
- Report & Document Preparation: Assist in compiling investment reports and financial summaries, gaining valuable industry exposure.
- Process Coordination: Liaise with providers, clients, and internal teams to ensure seamless case progression and excellent service delivery.
Requirements:
- Administrative Experience: Previous experience in financial services administration, ideally within an IFA or wealth management setting.
- Attention to Detail: Strong accuracy in handling financial records and client documentation.
- Organisational Skills: Ability to manage multiple tasks, prioritise workload, and work effectively in a fast-paced environment.
- Communication Skills: Confident and professional when interacting with clients, advisors, and external providers.
