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- Tasks: Support advisers by preparing client documentation and managing communications.
- Company: Established Chartered IFA with a collaborative team culture.
- Benefits: Competitive salary, hybrid work, professional qualifications funded, and generous holiday allowance.
- Why this job: Join a stable firm and make a real impact in later life planning.
- Qualifications: Minimum 2 years’ experience in an IFA or similar regulated environment.
- Other info: Structured pod environment with excellent career growth opportunities.
The predicted salary is between 30000 - 35000 £ per year.
Adviser Support – Clevedon (Bristol) £30,000–£35,000
Chartered IFA. Hybrid available once settled. Join an established Chartered IFA, 15+ years trading. 11 advisers across 4 offices. Strong solicitor/professional introducer network. Quality of work matters.
The team operate in a pod structure of:
- 3 advisers (later life specialists)
- 1 paraplanner
- 1 admin (this hire)
It’s structured and collaborative. Everyone knows their lane.
Ideals:
- Minimum 2 years’ experience in an IFA or similar regulated environment.
- You must understand products, terminology and processes. This isn’t entry-level admin.
You’ll be responsible for:
- Preparing client documentation (LOAs, agreements, case paperwork)
- New business processing & review prep
- Complex case implementation
- Maintaining Intelligent Office & Office 365 records
- Managing client / provider communication
- Accurate, compliant record keeping
Attention to detail is critical. A lot of the client base is later life planning, so cases can be sensitive and technical.
They’re looking for someone dependable, organised and comfortable working within established systems.
Package:
- £30,000-£35,000 DOE
- 20 days + bank holidays (rising to 25)
- Hybrid (3 days in office)
- Christmas closure (not deducted)
- Funded professional qualifications
- Pension, DIS, PHI
- Office-based, 8:30–5pm
If you’re already in Adviser Support and want to join a stable, well-run firm with clear structure, this is worth a conversation.
Locations
Admin - Independent Financial Adviser (Ifa) in Bath, Somerset employer: Ellis James Partners
Contact Detail:
Ellis James Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Admin - Independent Financial Adviser (Ifa) in Bath, Somerset
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial advisory world. Let them know you're on the lookout for opportunities, and who knows? They might just have the inside scoop on openings that aren't even advertised yet.
✨Tip Number 2
Prepare for those interviews! Research the company and its values, especially since they focus on quality work and collaboration. Be ready to discuss how your experience aligns with their needs, particularly in managing client communications and documentation.
✨Tip Number 3
Showcase your attention to detail! Bring examples of how you've successfully managed complex cases or sensitive client situations in the past. This will demonstrate that you understand the importance of accuracy and compliance in this role.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace Admin - Independent Financial Adviser (Ifa) in Bath, Somerset
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the job description. Highlight your time in an IFA or similar regulated environment, and don’t forget to mention your familiarity with products and processes.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for this role. Mention your attention to detail and organisational skills, and how they align with the needs of the team.
Showcase Relevant Experience: When detailing your previous roles, focus on tasks that relate to preparing client documentation and managing communications. This will show us that you understand the responsibilities of the position and are ready to hit the ground running.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy!
How to prepare for a job interview at Ellis James Partners
✨Know Your Stuff
Make sure you brush up on your knowledge of financial products, terminology, and processes. Since this role requires a solid understanding of the IFA environment, being able to speak confidently about these topics will show that you're serious about the position.
✨Showcase Your Attention to Detail
Given the sensitive nature of later life planning, it's crucial to demonstrate your attention to detail. Bring examples of how you've maintained accurate records or handled complex cases in previous roles. This will help reassure them that you can manage their clients' needs effectively.
✨Familiarise Yourself with Their Systems
Since you'll be working with Intelligent Office and Office 365, it’s a good idea to familiarise yourself with these tools before the interview. Mentioning your experience with similar systems can give you an edge and show that you're ready to hit the ground running.
✨Emphasise Team Collaboration
This role is part of a structured team environment, so highlight your ability to work collaboratively. Share examples of how you've successfully worked within a team in the past, especially in roles where communication and organisation were key.