IFA Administrator - Hybrid Working

We are working with one of the UK''s fastest-growing independent financial planning and wealth management groups to recruit an experienced IFA Administrator to join their team in Bristol. This is an exciting time to join the business. Having grown significantly through a combination of organic growth and strategic acquisitions, the organisation now operates on a truly national scale whilst retaining its close-knit team structure. This is an excellent opportunity to join a professional, collaborative and forward-thinking organisation that places a strong emphasis on client service, teamwork and the development of its people. You will be joining a small, supportive administration team while also working closely with Financial Advisers, Paraplanners and colleagues across the wider business. The Role The successful candidate will provide high-quality administrative support throughout the financial advice process, helping to ensure new business and ongoing client servicing are processed accurately and efficiently. Key responsibilities will include: Supporting Financial Advisers and Paraplanners with client meeting preparation Preparing client reports, review packs and supporting documentation Processing new and top-up business through provider platforms Processing fund switches, purchases, sales and income withdrawal requests Handling Letters of Authority and other client instructions Supporting investment and pension administration Liaising with clients, providers and other ..... full job details .....