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- Tasks: Support advisers by preparing client documentation and managing communications.
- Company: Established Chartered IFA with a collaborative team environment.
- 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 required.
- Other info: Structured pod system with clear roles and 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.
IFA Administrator in Bath 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
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance sector, especially those who might know someone at a Chartered IFA. A friendly chat can lead to opportunities that aren’t even advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of financial products and processes. We want you to feel confident discussing complex cases and demonstrating your attention to detail during the interview.
✨Tip Number 3
Showcase your organisational skills! Bring examples of how you've managed client communications or maintained records in previous roles. This will help us see how you fit into our structured, collaborative environment.
✨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 connect directly with us.
We think you need these skills to ace IFA Administrator in Bath
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of IFA Administrator. Highlight your experience in an IFA or similar regulated environment, and don’t forget to mention your familiarity with products and processes. We want to see how you fit into our structured and collaborative team!
Showcase Your Attention to Detail: Since attention to detail is critical for this role, include examples in your application that demonstrate your organisational skills and accuracy. Whether it’s managing client documentation or maintaining records, we need to know you can handle sensitive and technical cases with care.
Be Clear and Concise: When writing your cover letter, keep it clear and to the point. We appreciate straightforward communication, so make sure you outline why you’re a great fit for the role without rambling. Remember, we’re looking for someone dependable and organised!
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. Plus, it’s super easy to do!
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 of 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
As the role involves managing client documentation and maintaining records, think of examples that demonstrate your organisational abilities. You might want to prepare a brief story about a time when you successfully managed multiple tasks or projects simultaneously.
✨Emphasise Attention to Detail
Given the sensitive nature of later life planning, it's crucial to highlight your attention to detail. Bring up instances where your meticulousness made a difference, whether it was catching an error or ensuring compliance in documentation.
✨Be Ready for Team Dynamics
Since the team operates in a pod structure, be prepared to discuss how you work collaboratively. Think about how you can contribute to a structured environment and support your advisers effectively. Sharing experiences of teamwork will show you're a good fit for their culture.