At a Glance
- Tasks: Support advisers by preparing client documentation and managing communications.
- Company: Established Chartered IFA with a collaborative team culture.
- Benefits: Competitive salary, hybrid work, funded qualifications, and generous holiday allowance.
- Other info: Structured pod system with excellent career development opportunities.
- 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.
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 Lincoln employer: Ellis James Partners
Join a well-established Chartered IFA in Clevedon, where you will be part of a structured and collaborative team dedicated to delivering quality work. With a strong focus on employee growth, we offer funded professional qualifications and a supportive work culture that values dependability and organisation. Enjoy a competitive salary, generous holiday allowance, and the flexibility of a hybrid working model, making this an excellent opportunity for those seeking meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land IFA Administrator in Lincoln
✨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 with us directly.
We think you need these skills to ace IFA Administrator in Lincoln
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 understanding of products and processes. We want to see how you fit into our structured and collaborative team!
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 our focus on quality work and client care. Let us know why you want to join our established Chartered IFA!
Showcase Relevant Experience:When detailing your previous roles, focus on tasks that relate to preparing client documentation, managing communications, and maintaining records. We’re looking for someone dependable and organised, so make sure we can see that in your application!
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you get all the latest updates. Plus, it shows you’re keen on joining our team at StudySmarter!
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 attention to detail and organisational abilities. You might want to prepare a brief story about a time you successfully managed a complex case or improved a process.
✨Understand the Team Structure
Familiarise yourself with the pod structure mentioned in the job description. Be ready to explain how you would fit into this collaborative environment and support the advisers and paraplanner effectively. Highlight your ability to work within established systems.
✨Prepare Questions
Interviews are a two-way street! Prepare thoughtful questions about the firm’s approach to later life planning and how they support their advisers. This shows your genuine interest in the role and helps you assess if it’s the right fit for you.
