IFA Administrator

Job Title: Client Support Administrator

Location: Bristol

Salary: £28,000 - £34,000 (DOE)

This is an opportunity to join a well-established and forward-thinking Independent Financial Services firm in Bristol. You'll be part of a supportive and collaborative team, providing vital administrative and reporting support to Financial Advisers and Paraplanners.

This role is ideal for someone confident, organised, and detail-oriented, with a solid background in financial services administration. You'll be working closely with advisers, clients, and providers, ensuring a smooth and professional service at every stage.

The Role:

• Assist with all aspects of client administration and financial reporting
• Prepare documentation and reports for annual reviews and client meetings
• Liaise with clients and providers regarding new and existing business across pensions, investments, and protection
• Process new business applications and monitor progress through to completion
• Update and maintain client records within Intelliflo (IO)
• Manage personal workflow and diary effectively
• Assist in preparing simple suitability reports and processing adviser fees
• Support wider team tasks and ensure compliance standards are maintained

The Required Skills & Experience:

• Minimum of 3 years' experience within a Financial Services Administration role
• Broad product knowledge across pensions, investments, and protection
• Excellent organisational and time management skills
• High attention to detail and strong numeracy skills
• Confident communicator and team player
• Proficient in Microsoft Office (Word, Excel, Outlook)
• Knowledge of Intelliflo advantageous
• Familiarity with various platforms

What's on Offer:

• Salary £28,000 - £34,000 depending on experience
• Hybrid working
• Supportive, collaborative team environment with strong leadership
• Financial assistance towards professional qualifications (CII or equivalent)
• Opportunity to develop within a respected and growing independent firm

To discuss this opportunity further, please contact one of our Financial Planning specialists at Capio Recruitment.

"INDSBWEA"