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- Tasks: Prepare client documentation and manage communications in a structured, collaborative team.
- Company: Established Chartered IFA with a strong professional network and focus on quality work.
- Benefits: Competitive salary, hybrid work, funded qualifications, and generous holiday allowance.
- Why this job: Join a stable firm where your organisational skills make a real difference in clients' lives.
- Qualifications: Minimum 2 years' experience in an IFA or similar regulated environment required.
- Other info: Enjoy a supportive team structure and excellent career development 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
IFA Administrator 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 IFA Administrator in Bath, Somerset
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who might know someone at the firm you're eyeing. A friendly chat can sometimes lead to a referral, which is golden in landing that interview.
✨Tip Number 2
Prepare for the interview by brushing up on your knowledge of IFA products and processes. We want you to be able to speak confidently about your experience and how it aligns with the role. Show them you know your stuff!
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation for the opportunity. It keeps you fresh in their minds and shows your enthusiasm for the role.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take that extra step to connect directly with us.
We think you need these skills to ace IFA Administrator in Bath, Somerset
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of IFA Administrator. Highlight your experience in regulated environments and any relevant qualifications. We want to see how your skills align with what we do!
Showcase Your Attention to Detail: Since attention to detail is critical for this role, include examples in your application that demonstrate your ability to manage complex cases and maintain accurate records. We love seeing candidates who take pride in their work!
Be Clear and Concise: When writing your cover letter, get straight to the point. Explain why you’re a great fit for our team and how your experience aligns with the responsibilities listed. We appreciate clarity and directness!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep everything organised and ensures your application gets the attention it deserves. Let’s make it easy for both of us!
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 at least 2 years' experience in an IFA or similar environment, be prepared to discuss specific cases you've worked on and how you handled them.
✨Showcase Your Organisational Skills
This position demands a high level of organisation and attention to detail. Bring examples of how you've managed client documentation and communication in the past. Highlight any systems you've used, like Intelligent Office or Office 365, to keep everything in order.
✨Understand the Client Base
Since a lot of the work involves later life planning, it’s crucial to demonstrate empathy and understanding of sensitive cases. Be ready to talk about how you approach complex situations and ensure compliance while maintaining a personal touch.
✨Ask Insightful Questions
Prepare some thoughtful questions about the firm's structure and the pod system they use. This shows you're genuinely interested in how they operate and that you’re keen to fit into their collaborative environment. It also gives you a chance to assess if this is the right place for you.