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.