Job Description
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IFA Administrator
Location: Bristol (Hybrid - 3 days office / 2 days home)Hours: Full Time, Monday-Friday, 9am-5pmDepartment: Client Support / Adviser Support / Distribution (Client-Facing)
An exciting opportunity has arisen for an experienced IFA Administrator to join a growing wealth and financial planning business undergoing significant expansion through strategic acquisitions. This role sits within a supportive, fast-moving environment that combines the energy of a growing organisation with the stability of private-equity backing.
You will provide high-quality administrative and technical support to financial advisers, ensuring clients receive an exceptional service and that all work is completed in line with FCA guidelines and internal processes.
This is a hybrid position, working three days per week from the Bristol office and two days from home.
Key Responsibilities
Client Review & Adviser Support
- Prepare for client review meetings by ensuring all client and plan information is accurately recorded and up to date.
- Request plan information from providers via email, post or online platforms, and chase regularly to meet deadlines.
- Upload all received information to the internal system and maintain clear, accurate records.
- Update contributions, withdrawals, linked transfers and income expectations for all client plans.
- Validate unit balances, fund data and pricing feeds to ensure accurate plan valuations.
- Collate costs and charges for all plans, including commission, fund-based and adviser charges.
- Produce client valuation reports using system templates.
- Create 'OneNote packs' including fund research, KIDs, data capture forms and valuation reports.
- Support advisers in preparing comparisons between old and new investment propositions.
Case Preparation & Submission
- Prepare and complete plan information checklists for submission to the AST team.
- Liaise with providers to obtain missing or outstanding information.
- Review and validate client income expectations stored within the system.
- Ensure data accuracy to support correct valuations and revenue reporting.
Client Service & Administration
- Maintain regular contact with advisers and client support teams to ensure excellent service delivery.
- Produce client letters and handle incoming calls via the main switchboard.
- Respond promptly to client and provider enquiries by phone and email.
- Create and maintain well-structured client files.
- Process new business applications and submit documentation accurately and on time.
- Chase providers as required to ensure progress and completion.
- Stay up to date with new products, market changes and legislation.
Compliance & Team Contribution
- Ensure all work complies with FCA and internal compliance policies.
- Engage in training, development and continuous improvement.
- Carry out ad hoc tasks when required, always prioritising Treating Customers Fairly (TCF) and business needs.
Essential Skills & Experience
- Minimum 12 months' IFA administration experience supporting financial advisers.
- Previous experience within a regulated or financial services environment.
- Strong written and verbal communication skills.
- Excellent attention to detail and highly accurate work approach.
- Confident IT skills and ability to work across multiple systems.
- Methodical, organised and able to prioritise effectively.
- Problem-solving mindset and ability to work proactively.
- Knowledge of the full advice process.
