Our client is a well-established, Bristol-based wealth management firm, specialising in delivering tailored, financial planning solutions to individuals, families, businesses and trusts. They pride themselves on building long-term relationships and offering a highly personalised service to every client.
The Role
Due to continued growth, an exciting opportunity has arisen for an IFA Administrator to join a friendly and professional team. This is a varied position where you’ll play a key role in supporting the delivery of both new and ongoing financial planning services.
Day-to-day, you’ll be involved in coordinating client meetings, handling enquiries, preparing documentation and providing essential administrative support to paraplanners and advisers. You’ll also help maintain accurate client records and contribute to the smooth running of internal systems and processes. This is a fantastic opportunity for someone who enjoys working in a collaborative environment and building strong client relationships.
About You
You’ll have previous experience in a financial services administration role and be confident working in a fast-paced environment. Experience within a St. James’s Place practice would be advantageous, though candidates with broader industry experience are equally encouraged to apply.
You’ll be organised, proactive and personable, with a genuine interest in developing your career within financial services. A professional approach and a strong attention to detail are essential, along with the motivation to contribute to a growing and successful firm.
What’s on Offer
- 25 days holiday plus bank holidays (increasing by 1 day per year up to 30 days)
- Exceptional pension scheme
- Quarterly team lunches and social events
- Full support towards professional qualifications
This is an excellent opportunity to join a growing and well-regarded firm where your contribution will be recognised and valued. You’ll work closely with experienced paraplanners, advisers and clients, gaining exposure across the full financial planning process. The business is committed to supporting your development, including funding professional qualifications and offering opportunities for progression as you build your career within the industry.
Sector:
- Financial Services
- Financial Planning
- Asset & Investment Management
