IFA Administrator

Bristol

Office based

Up to £28k

This role is ideal for an administrator with experience in financial services who is looking to join a well-established, professional, and supportive firm.

You’ll be part of a business that helps clients achieve their financial goals and live life to the fullest. With excellent benefits from day one, a clear structure, and a collaborative team culture, this role offers stability and long-term growth.

The Business

The firm is a Chartered financial planning practice with a strong reputation for client care. Their services include financial planning, wealth management, and investment support, and they are known for combining technical expertise with a truly personal approach.

They put clients’ ambitions at the centre of everything they do, offering holistic planning across retirement, tax, wealth protection, and family needs. Client feedback reflects the quality of service: the vast majority would recommend the firm and say they feel well supported in achieving their goals.

You’ll be joining a business that values integrity, professionalism, and team spirit, with a focus on doing the right thing for clients every time.

The Role

As a Client Services Administrator, you’ll be supporting financial planners, paraplanners, and investment managers.

A typical day will include:

• Acting as the first point of contact for client enquiries
• Preparing reports, portfolio valuations, and correspondence
• Maintaining accurate client records and updating systems
• Supporting onboarding processes and documentation requirements
• Handling daily office tasks including post, invoices, and reconciliations
• Peer checking team outputs and assisting with ad-hoc projects

This is a full-time, office-based role, Monday to Friday, 9:00 a.m. – 5:30 p.m. (with one hour for lunch). Flexibility may occasionally be needed to meet client needs.

The Benefits

• Salary up to £28k
• 25 days annual leave bank holidays (Rising 1 with each years’ service up to 30)
• Birthday off
• Pension scheme
• Group life cover
• Group income protection
• Private medical insurance
• Health care plan
• Cycle to work scheme
• 1 day a year of charity work

How to Apply

Click apply now to send your CV. The application process is simple, and shortlisted candidates will be contacted for interview.

Synonyms

Client support, Client delivery administrator, Financial Planning Assistant, Financial Administrator