IFA Administrator

Posted 18 October by threepeople
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IFA Administrator Bristol £23k to £27k + benefits

Excellent opportunity for experienced IFA Administrator to flourish in a successful & professional Chartered financial planning firm in Thornbury, near Bristol

The Role

As IFA Administrator / Sales Support you will work with a Chartered Financial Planner and clients, offering support to the rest of the team as required. You will play a key part in the client journey from initial engagement to recommendation and implementation, ensuring all new business is managed successfully through to completion. Your responsibilities will include:

  • researching / assisting with production of draft suitability reports / cash-flow modelling
  • being key point of contact for financial planner and clients
  • managing new client / review client processes
  • maintaining accurate records
  • processing new business
  • general administrative duties

The Company

Our client is a firm of Chartered Financial Planners based in Thornbury, South Gloucestershire. Now in their 29th year of trading, clients are predominantly SME business owners, senior executives and wealthy retirees. Their focus is very much on delivering lifestyle financial planning advice rather than product-based selling. This is an exciting opportunity to work directly with an up and coming firm (New Model Adviser Top 100 Firm in 2016 & 2018, Professional Adviser Awards Firm of the year finalist in 2017 and 2018). Benefits include 20 days holiday (increasing to 25 over 5 years); 3% (of full salary) employer pension contribution; A condensed working week finishing at 12.30 p.m. on Fridays; Free local parking.

The Person

As IFA Administrator you will already have some experience in a similar sales support role and ideally be qualified ( Cert CII FS or equivalent ) or studying to achieve this. With a keen interest in your own personal / professional development, you will be confident and self-motivated, with a can-do attitude and a good sense of humour. You will also have:

  • initiative to work unsupervised and within a team
  • good IT literacy
  • high level of attention to detail / organisation
  • excellent communication skills ( verbal & written )
  • ability to manage varied workloads, prioritise tasks and work to tight deadlines

Attainment of relevant industry qualifications will be supported financially.

If you wish to be considered for the role of IFA Administrator, please forward your CV quoting reference 293402i.


Applications are invited with experience in: IFA administrator independent financial adviser IFA financial services sales support investments pensions CII business HNW finance financial planning Thornbury Bristol jobs South Gloucestershire

ThreePeople advertises vacancies on behalf of clients. If your CV matches our client's requirements, we will forward your details to them to confirm your suitability. By applying for this role, you consent to the submission of your details for this purpose only. Any data processed will be used for recruitment purposes only and will be not be retained by ThreePeople for a period longer than 6 months.

Required skills

  • IFA administrator independent financial adviser IFA financial services sales support investments pensions CII business HNW finance financial planning

Reference: 39169740

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