IFA Administrator

Job Title: IFA Administrator

Industry: Financial Planning

Location: Bristol (City Centre)

Salary: up to £38,000

Job Reference: 10132

Job Description:

This is a standout opportunity to join a growing Chartered Financial Planning firm as they establish their first dedicated Bristol office.

The business already has an established client base across the South West and an existing presence locally, but this marks a significant investment into Bristol as a key location. You'll be joining at an early stage, giving you real visibility and progression potential as the team builds out.

They are looking for an experienced IFA Administrator who wants to progress into Paraplanning, with full support, structured training, and exam funding provided.

You'll play a key role in supporting Financial Planners and ensuring a high-quality client experience. Responsibilities include:

• Processing new business and managing Letters of Authority
• Managing adviser diaries and booking client meetings
• Preparing documentation for client reviews
• Maintaining and updating back-office systems
• Assisting with suitability reports
• Attending client meetings and supporting relationship management
• Carrying out product and provider research
• Handling general administrative duties including calls and correspondence

Benefits:

• Competitive salary of up to £38,000
• 11% pension contribution (employer)
• Discretionary bonus
• 4x DIS
• Employee Ownership Trust
• Full exam support and structured development plan
• Clear pathway into Paraplanning

Skills and experience required:

• Experience working within Financial Planning / Wealth Management
• Strong IFA administration background
• Organised, detail-oriented, and able to manage multiple priorities
• Ambitious and motivated to progress into Paraplanning