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- Tasks: Prepare client documentation and manage communications in a structured, collaborative team.
- Company: Established Chartered IFA with over 15 years of experience and a strong professional network.
- Benefits: Competitive salary, hybrid work, funded qualifications, and generous holiday allowance.
- Why this job: Join a stable firm where quality work and career growth are valued.
- Qualifications: Minimum 2 years’ experience in an IFA or similar regulated environment.
- Other info: Dynamic role with a focus on later life planning and sensitive cases.
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 Bristol 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 Bristol
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance sector, especially those who might know someone at the firm. A friendly chat can sometimes lead to a referral, which is golden when it comes to 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 their needs. Show them you’re not just another candidate, but the right fit!
✨Tip Number 3
Don’t underestimate the power of follow-ups! After your 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 engage with us directly.
We think you need these skills to ace IFA Administrator in Bristol
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the specific skills and experience mentioned in the job description. Highlight your 2+ years in an IFA or similar environment, and don’t forget to showcase your understanding of 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 the IFA Administrator role. Mention your attention to detail and organisational skills, and how they align with our structured and collaborative team.
Showcase Relevant Experience: When detailing your previous roles, focus on tasks that relate to preparing client documentation, managing communications, and maintaining records. This will show us you’re ready to hit the ground running in this position.
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 your experience and how it relates to the job will impress the interviewers.
✨Showcase Your Attention to Detail
Given the importance of accurate record-keeping and documentation in this role, be prepared to discuss specific examples where your attention to detail made a difference. Highlight any experiences where you successfully managed complex cases or ensured compliance in your previous roles.
✨Demonstrate Your Organisational Skills
This position requires someone who is dependable and organised. Share strategies you’ve used in the past to manage your workload effectively, especially in a structured environment. Mention any tools or systems you’re familiar with, like Intelligent Office or Office 365, to show you can hit the ground running.
✨Be Ready for Scenario Questions
Expect questions that assess how you would handle sensitive client situations, especially in later life planning. Prepare by thinking through potential scenarios and how you would approach them, focusing on your communication skills and ability to maintain professionalism under pressure.