IFA Administrator

IFA Administrator – Bristol| Up to £35,000 | 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