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- Tasks: Provide top-notch admin support to Financial Planners and Paraplanners.
- Company: Modern financial planning firm in Bristol with a supportive culture.
- Benefits: Hybrid working, free parking, 25 days leave, and private medical insurance.
- Why this job: Join a team that invests in your growth and offers real career progression.
- Qualifications: 2+ years as an IFA Administrator with strong organisational skills.
- Other info: Exciting opportunities for professional development and internal promotions.
The predicted salary is between 30000 - 42000 £ per year.
Are you an experienced IFA Administrator looking to join a modern, supportive and growing financial planning firm with genuine long-term career prospects? We’re working with a highly regarded financial planning firm in Bristol that is looking to add an experienced IFA Administrator to their friendly and collaborative team. This is a fantastic opportunity to join a business that truly invests in its people, has an excellent culture, and promotes from within.
The Role
You’ll be providing high-quality administrative support to Financial Planners and Paraplanners, helping to ensure clients receive an outstanding service at every stage of their journey. Your responsibilities will include:
- Preparing and processing new business and client documentation
- Liaising with providers, clients and internal stakeholders
- Maintaining accurate client records and back-office systems
- Supporting with valuations, illustrations and policy information
- General administration to support the advice process from start to finish
About You
- Minimum 2 years’ experience as an IFA Administrator
- Experience working within a financial planning / wealth management firm
- Highly organised with strong attention to detail
- Confident communicator with a proactive, team-focused attitude
What’s on Offer
- Hybrid working – 2 days per week in the Bristol office, remainder from home
- Free onsite parking
- 10% employer pension contribution
- 25 days annual leave + bank holidays, increasing by 1 day per year of service (up to an additional 5 days)
- Private medical insurance
- Life insurance
- Supportive, positive and forward-thinking workplace culture
- Strong track record of internal promotion and long-term career progression
Career Progression
This firm is genuinely passionate about developing their people. You’ll be supported and sponsored through your Level 4 qualifications, with a clear long-term pathway towards a Paraplanner role and beyond.
Why Apply?
You’ll be joining a business with a fantastic culture, low staff turnover, and a real commitment to long-term careers — not just filling seats.
Locations
IFA Administrator in Avon, Bristol employer: Haydn Fine Recruitment
Contact Detail:
Haydn Fine Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator in Avon, Bristol
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning sector and let them know you're on the lookout for IFA Administrator roles. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company culture and values. Since this firm is all about supporting their people, think about how your experience aligns with their commitment to development and collaboration. Show them you’re not just a fit for the role, but for the team!
✨Tip Number 3
Practice your communication skills! As an IFA Administrator, you'll need to liaise with clients and internal stakeholders. Role-play common scenarios with a friend or family member to boost your confidence and ensure you come across as proactive and professional.
✨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 are genuinely interested in joining our supportive and forward-thinking workplace.
We think you need these skills to ace IFA Administrator in Avon, Bristol
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the IFA Administrator role. Highlight your relevant experience in financial planning and any specific skills that match the job description. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about the role and how your background makes you a perfect fit. Keep it friendly and professional, just like us at StudySmarter.
Showcase Your Attention to Detail: As an IFA Administrator, attention to detail is key. Make sure your application is free from typos and errors. A polished application reflects your organisational skills and commitment to quality, which we value highly.
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 don’t miss out on any important updates. Plus, we love seeing applications come directly from our site!
How to prepare for a job interview at Haydn Fine Recruitment
✨Know Your Stuff
Make sure you brush up on your knowledge of financial planning and the role of an IFA Administrator. Familiarise yourself with common processes, documentation, and terminology used in the industry. This will not only help you answer questions confidently but also show that you're genuinely interested in the role.
✨Showcase Your Organisational Skills
Since the job requires strong organisational abilities, prepare examples from your past experience where you've successfully managed multiple tasks or projects. Be ready to discuss how you maintain accurate records and ensure smooth operations, as this will demonstrate your fit for the role.
✨Communicate Clearly
As a confident communicator, practice articulating your thoughts clearly and concisely. During the interview, listen carefully to the questions asked and respond thoughtfully. This will highlight your proactive attitude and ability to work well within a team, which is crucial for this position.
✨Ask Insightful Questions
Prepare a few thoughtful questions about the company culture, career progression opportunities, or the team you'll be working with. This shows that you're not just interested in the job itself but also in how you can grow and contribute to the firm’s success in the long run.