IFA Administrator

Senior Administrator – IFA Experience Essential

Bristol – Hybrid

Salary – up to £31,000 (DOE) + benefits

We’re looking for an experienced Senior Administrator to join a growing existing business team within a Wealth Management firm. This is a key role where you’ll provide high level operational and administrative support, working closely with senior management and clients.

The Senior Administrator will be responsible for providing high level operational and administrative support to the clients and senior management. This role requires a keen eye for detail and accuracy in the processing, reconciliation, and reporting of client instructions. The senior administrator will serve as a subject-matter expert and provide guidance to junior staff on operations processes and best practices.

You’ll be a trusted part of a small, high performing team, managing your own workload and delivering exceptional service. Acting in clients’ best interests will be at the heart of everything you do.

What we’re looking for:

• Proven IFA/financial advisory experience (essential)
• Minimum 3+ years in financial services
• Strong organisational and multitasking skills
• Excellent communication, both written and verbal
• Progress towards (or completion of) relevant industry qualifications
• A proactive, solutions focused mindset with the confidence to engage stakeholders at all levels

Benefits:

• Bristol City centre location with excellent transport links
• Training provided
• 25 days holiday plus bank holidays, plus additional holiday entitlement between Christmas and New Year
• Company Pension Scheme
• Group Life Scheme – 4 x salary
• Emergency fund availability

If you’re an experienced IFA administrator ready to step into a role with real impact and autonomy, we’d like to hear from you.