IFA Administrator
other jobs Recruit UK
Added before 5 hours
- England,South West,Bristol
- Full Time, Permanent
- £32,000 - £36,000 per annum
Job Description:
Job Title: Financial Planning Administrator
Location: Bristol
Salary: Up to £36,000
Job Ref: 10305
The OpportunityThis is an opportunity to join a rapidly growing, acquisitive wealth management firm that has quickly become one of the most talked-about names in the UK Financial Planning market.
Backed by significant investment and with a clear growth strategy, the business has expanded nationally through a series of high-quality acquisitions, bringing together well-regarded advice firms under one modern, forward-thinking group.
Their Bristol office is continuing to grow, and they are now looking to strengthen their back-office team with an experienced Financial Planning Administrator.
This is a great opportunity for someone who wants to be part of a scaling business with genuine career progression, rather than a static IFA practice.
The RoleYou’ll play a key role in supporting Financial Planners and ensuring a smooth client journey from initial enquiry through to implementation.
Responsibilities include:
*Preparing documentation for client meetings (new and existing business)
*Managing and updating client records on Intelligent Office
*Issuing Letters of Authority (LOAs)
*Processing new business applications and submissions
*Liaising with providers, advisers, and clients to keep cases progressing
Why This Role Stands Out*Join a high-growth national firm with strong financial backing
*Be part of a modern, evolving business (not a traditional IFA setup)
*Clear opportunity to progress as the Bristol office expands
*Work within a structured, well-supported back-office team
Benefits*Salary up to £36,000
*Discretionary bonus
*Private medical insurance
*25 days holiday + bank holidays + Christmas closure
*Hybrid working (3 days office / 2 from home)
*7.5% pension contribution
*Full exam support and long-term development
About You*Experience working as a Financial Planning Administrator is essential
*Comfortable using Intelligent Office
*Strong understanding of financial planning products and UK regulations
*Organised, detail-focused, and confident in managing multiple cases
Location: Bristol
Salary: Up to £36,000
Job Ref: 10305
The OpportunityThis is an opportunity to join a rapidly growing, acquisitive wealth management firm that has quickly become one of the most talked-about names in the UK Financial Planning market.
Backed by significant investment and with a clear growth strategy, the business has expanded nationally through a series of high-quality acquisitions, bringing together well-regarded advice firms under one modern, forward-thinking group.
Their Bristol office is continuing to grow, and they are now looking to strengthen their back-office team with an experienced Financial Planning Administrator.
This is a great opportunity for someone who wants to be part of a scaling business with genuine career progression, rather than a static IFA practice.
The RoleYou’ll play a key role in supporting Financial Planners and ensuring a smooth client journey from initial enquiry through to implementation.
Responsibilities include:
*Preparing documentation for client meetings (new and existing business)
*Managing and updating client records on Intelligent Office
*Issuing Letters of Authority (LOAs)
*Processing new business applications and submissions
*Liaising with providers, advisers, and clients to keep cases progressing
Why This Role Stands Out*Join a high-growth national firm with strong financial backing
*Be part of a modern, evolving business (not a traditional IFA setup)
*Clear opportunity to progress as the Bristol office expands
*Work within a structured, well-supported back-office team
Benefits*Salary up to £36,000
*Discretionary bonus
*Private medical insurance
*25 days holiday + bank holidays + Christmas closure
*Hybrid working (3 days office / 2 from home)
*7.5% pension contribution
*Full exam support and long-term development
About You*Experience working as a Financial Planning Administrator is essential
*Comfortable using Intelligent Office
*Strong understanding of financial planning products and UK regulations
*Organised, detail-focused, and confident in managing multiple cases
Job number 3648411
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metapel
Company Details:
Recruit UK
Company size: 10–19 employees
Industry: Recruitment Consultancy
Recruit UK specialise in providing high calibre candidates to high-quality firms in the Financial Services industry. We are interested in the top 30% ...