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Wealth Management Administrator

Cap Resourcing Ltd

Senior Administrator – IFA Experience Essential

Bristol – Hybrid


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.

What we’re looking for:

  • Proven IFA/financial advisory experience (essential)
  • Minimum 4+ 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


The role:

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.

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.