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Date Added: TODAY

IFA Adviser Support

Clevedon, UK
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Company: ELLIS JAMES PARTNERS LIMITED

Job Type: Permanent, FullTime

Salary: £33,000 per annum

Adviser Support – Clevedon (Bristol) £30,000–£35,000 Chartered IFA Hybrid available once settled Join an established Chartered IFA, 15+ years trading. 11 advisers across 4 offices. Strong solicitor/professional introducer network. Quality of work matters. The team operate in a pod structure of:
• 3 advisers (later life specialists)
• 1 paraplanner
• 1 admin (this hire) It’s structured and collaborative. Everyone knows their lane.A clear route to AdviceIdeals: Minimum 2 years’ experience in an IFA or similar regulated environment. You must understand products, terminology and processes. This isn’t entry-level admin. You’ll be responsible for:
  • Preparing client documentation (LOAs, agreements, case paperwork)
  • New business processing & review prep
  • Complex case implementation
  • Maintaining Intelligent Office & Office 365 records
  • Managing client / provider communication
  • Accurate, compliant record keeping
Attention to detail is critical. A lot of the client base is later life planning, so cases can be sensitive and technical. They’re looking for someone dependable, organised and comfortable working within established systems.Package: £30,000-£35,000 DOE 20 days + bank holidays (rising to 25) Hybrid (3 days in office) Christmas closure (not deducted) Funded professional qualifications Pension, DIS, PHI Office-based, 8:30–5pm If you’re already in Adviser Support and want to join a stable, well-run firm with clear structure, this is worth a conversation.
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