Ifa Administrator - 2 days home working straight away - #2120996

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IFA Administrator

Location: Bristol (Hybrid – 3 days office / 2 days home)
Hours: Full Time, Monday–Friday, 9am–5pm
Department: 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.