Ifa Administrator - 2 days home working

IFA Administrator

Location: Bristol (Hybrid - 3 days office / 2 days home)Hours: Full Time, Monday-Friday, 9am-5pmDepartment: Client Support / Adviser Support

An exciting opportunity has arisen for an experienced IFA Administrator to join a growing wealth and financial planning business undergoing significant expansion through strategic acquisitions. This role sits within a supportive, fast-moving environment that combines the energy of a growing organisation with the stability of private-equity backing.

You will provide high-quality administrative and technical support to financial advisers, ensuring clients receive an exceptional service and that all work is completed in line with FCA guidelines and internal processes.

Key Responsibilities

Client Review & Adviser Support

• Prepare for client review meetings by ensuring all client and plan information is accurately recorded and up to date.
• Request plan information from providers via email, post or online platforms, and chase regularly to meet deadlines.
• Upload all received information to the internal system and maintain clear, accurate records.
• Update contributions, withdrawals, linked transfers and income expectations for all client plans.
• Validate unit balances, fund data and pricing feeds to ensure accurate plan valuations.
• Collate costs and charges for all plans, including commission, fund-based and adviser charges.
• Produce client valuation reports using system templates.
• Create 'OneNote packs' including fund research, KIDs, data capture forms and valuation reports.
• Support advisers in preparing comparisons between old and new investment propositions.

Case Preparation & Submission

• Prepare and complete plan information checklists for submission to the AST team.
• Liaise with providers to obtain missing or outstanding information.
• Review and validate client income expectations stored within the system.
• Ensure data accuracy to support correct valuations and revenue reporting.

Client Service & Administration

• Maintain regular contact with advisers and client support teams to ensure excellent service delivery.
• Produce client letters and handle incoming calls via the main switchboard.
• Respond promptly to client and provider enquiries by phone and email.
• Create and maintain well-structured client files.
• Process new business applications and submit documentation accurately and on time.
• Chase providers as required to ensure progress and completion.
• Stay up to date with new products, market changes and legislation.

Compliance & Team Contribution

• Ensure all work complies with FCA and internal compliance policies.
• Engage in training, development and continuous improvement.
• Carry out ad hoc tasks when required, always prioritising Treating Customers Fairly (TCF) and business needs.

Essential Skills & Experience

• Minimum 12 months' IFA administration experience supporting financial advisers.
• Previous experience within a regulated or financial services environment.
• Strong written and verbal communication skills.
• Excellent attention to detail and highly accurate work approach.
• Confident IT skills and ability to work across multiple systems.
• Methodical, organised and able to prioritise effectively.
• Problem-solving mindset and ability to work proactively.
• Knowledge of the full advice process.
• Team-oriented, collaborative and keen to learn and develop.
• Takes initiative and comfortable stepping outside of the comfort zone