IFA Administrator, Bristol
4 days office based, 1 day working from home post-probation
£28,000 – £32,000
Due to continued business growth, an established wealth management firm is looking to appoint an experienced paraplanning administrator to join its administration team based in Bristol. This role will suit someone with strong processing capability who enjoys working in a structured, professional environment and takes pride in delivering accurate, compliant client outcomes.
You will be joining a busy, collaborative office where administration plays a critical role in supporting advisers, paraplanners and investment managers, ensuring recommendations are implemented efficiently and clients receive a seamless service. For someone who values building depth in their role and gradually expanding their technical exposure, this position offers a solid platform within a growing business.
The Business
This is a well-established wealth management firm providing regulated financial planning and investment management services. The business places strong emphasis on professionalism, integrity and client experience, supported by robust systems, clear processes and an experienced team.
The firm continues to grow organically and values team members who are detail-focused, reliable and committed to maintaining high service standards. Development is encouraged through experience, responsibility and exposure.
The Role
You will provide proactive paraplanning administration support across the full client journey. This includes processing new business applications, managing servicing activity through to completion, and supporting the delivery and implementation of financial planning and investment recommendations.
Your day-to-day work will involve producing simple suitability letters, assisting paraplanners with research collation and documentation, submitting and tracking applications, transfers, payments and transactions, and chasing providers where required. You will keep clients informed of progress, maintain accurate client records within CRM and document management systems, and ensure all documentation meets regulatory and company standards.
Over time, there is scope to broaden your involvement as your confidence and capability grow, working more closely with paraplanners and advisers and taking on greater responsibility within the team. Progression is aligned to performance, accuracy and consistency rather than tenure alone. The hours will be Monday to Friday, 9:00am to 5:30pm with one hour for lunch. There may be occasions where flexibility is required to meet business needs.
Benefits
*Salary of £28,000 – £32,000 depending on experience
*Hybrid working following successful completion of probation
*Group Life Cover
*Group Income Protection
*Private Medical Insurance following probation
*Health Cash Plan following probation
*Cycle to Work scheme following probation
*Pension with employer contributions of up to 5%
*25 days annual leave plus bank holidays (+1 day birthday leave per year and 1 day charity or community leave per year)
*Holiday entitlement increases by one day per year after year five, up to a maximum of 30 days
How to apply
To apply, submit your CV through this advert. The process is designed to be straightforward, with an initial conversation followed by interviews focused on your experience, processing capability and understanding of regulated financial services.
Synonyms
IFA Administrator, Financial Administrator, Financial Planning Administrator, Client Support Administrator, Client Delivery Administrator