IFA Administrator

A rapidly growing and highly ambitious wealth management group is looking to appoint an IFA Administrator to join its expanding Client Support team in Bristol.This is an excellent opportunity for someone with financial services administration experience who wants to develop their career within a modern, high-growth firm with the stability of strong financial backing.You will play a key role supporting Financial Advisers and Paraplanners, helping deliver a first-class service to clients, while ensuring the advice process runs smoothly and efficiently.The role offers hybrid working, 3 days in the office, 2 from home and the opportunity to join a collaborative, supportive team where development and career progression are actively encouraged.The RoleWorking closely with Financial Advisers, you will provide comprehensive administrative support to ensure client reviews, recommendations and new business submissions are completed efficiently and in line with regulatory requirements.You will be responsible for maintaining accurate client records, preparing documentation for client meetings and liaising with providers to obtain key information.This is a varied and important role that sits at the heart of the client advice process, offering exposure to multiple aspects of financial planning and wealth management.Key ResponsibilitiesPreparing advisers for client review meetings by ensuring all client and plan information is up to dateLiaising with providers to obtain policy and plan ..... full job details .....