Senior IFA Administrator
Bristol | Hybrid Working Available
£27,000 – £31,000 + Benefits
Full-Time | Permanent
An established wealth management firm in Bristol is looking to appoint a Senior Administrator to support advisers, clients and senior management across day-to-day operations and client servicing.
This position would suit an experienced financial services administrator looking to step into a broader role with increased responsibility and exposure.
Key Responsibilities:
- Processing investment and client instructions
- Maintaining accurate client and portfolio records
- Preparing client valuations and reports
- Supporting advisers and senior management
- Assisting with reconciliations and operational processes
- Mentoring junior team members
- Supporting improvements across administration processes
Requirements:
- Previous financial services administration experience
- Strong organisational and communication skills
- High attention to detail
- Ability to manage workloads independently
- Progress towards industry qualifications beneficial
The business offers a supportive environment, long-term development opportunities and an office in a central Bristol location with hybrid flexibility.
Apply
If you are an experienced IFA Admin looking for a new opportunity within a progressive independent firm, we would be keen to hear from you. Please apply with your CV for consideration.
If this role is not quite the right fit, we work on a range of opportunities across the South West, so please feel free to get in touch confidentially.
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