Ifa Administrator - 2 days in office only - #2194348

Adviser Support Administrator (Hybrid)

Location: Llanelli, Talbot Green or Bristol (Hybrid - 2 days per week in the office)
Contract Type: Permanent
Hours: Full-time, Monday to Friday

About the Role

An exciting opportunity has arisen for an experienced Adviser Support Administrator to join a growing and client-focused wealth management team.

Working alongside Financial Advisers and Paraplanners, you'll play a key role in delivering outstanding service to clients while ensuring all administrative and business processing activities are completed accurately and efficiently. This is a varied position within a collaborative support team, offering exposure to a diverse client base and the opportunity to further develop your career within financial services.

We're looking for a proactive and organised individual who enjoys working in a fast-paced environment, has excellent attention to detail, and is passionate about delivering a first-class client experience.

Key Responsibilities

• Provide day-to-day administrative support to Financial Advisers.
• Prepare client documentation, meeting packs and suitability paperwork.
• Handle incoming client enquiries via telephone, email and written correspondence.
• Process new business applications accurately and efficiently.
• Generate and complete application forms and provider documentation.
• Monitor workflows and ensure cases progress within agreed timescales.
• Produce reports using predefined templates and company systems.
• Maintain accurate client records and update internal CRM systems.
• Support compliance and regulatory requirements throughout the advisory process.
• Welcome clients to the office and ensure a professional experience at all times.

About You

To be successful in this role, you'll have:

• Previous experience within a Financial Planning, Wealth Management or IFA environment.
• Experience supporting Financial Advisers across pensions, investments and protection products.
• Strong administration and organisational skills with exceptional attention to detail.
• The ability to prioritise workloads and manage multiple tasks effectively.
• Excellent verbal and written communication skills.
• Experience using Microsoft Office and CRM/back-office systems.
• A good understanding of compliance and regulatory requirements within financial advice.
• The ability to work independently while contributing positively to a team environment.

What's on Offer?

• Hybrid working arrangement
• Ongoing professional development and training.
• Support towards industry qualifications and funded exams.
• Career progression opportunities within a growing business.
• Collaborative and supportive team culture.
• Modern office environment in either Llanelli, Talbot Green or Bristol.

Benefits

• 25 days annual leave plus bank holidays
• Group Pension Scheme
• Death in Service cover
• Group Income Protection
• Health & Wellbeing support programme
• Employee benefits and discounts platform
• Private Medical Insurance (optional)
• Volunteering/Giving Back Days
• Cycle to Work Scheme

If you're an experienced Financial Services Administrator or Adviser Support professional looking for your next opportunity within a progressive wealth management firm, we'd love to hear from you.