IFA Adviser Support

Adviser Support – Clevedon (Bristol)
£30,000–£35,000
Chartered IFA
Hybrid available once settled
  
Join an established Chartered IFA, 15+ years trading. 11 advisers across 4 offices. Strong solicitor/professional introducer network. Quality of work matters.
  
The team operate in a pod structure of:
• 3 advisers (later life specialists)
• 1 paraplanner
• 1 admin (this hire)
  
It’s structured and collaborative. Everyone knows their lane.

A clear route to Advice
  
Ideals:
Minimum 2 years’ experience in an IFA or similar regulated environment. You must understand products, terminology and processes. This isn’t entry-level admin.
  
You’ll be responsible for:

• Preparing client documentation (LOAs, agreements, case paperwork)
• New business processing & review prep
• Complex case implementation
• Maintaining Intelligent Office & Office 365 records
• Managing client / provider communication
• Accurate, compliant record keeping

  
Attention to detail is critical. A lot of the client base is later life planning, so cases can be sensitive and technical.
  
They’re looking for someone dependable, organised and comfortable working within established systems.
  
Package:
£30,000-£35,000 DOE
20 days + bank holidays (rising to 25)
Hybrid (3 days in office)
Christmas closure (not deducted)
Funded professional qualifications
Pension, DIS, PHI
Office-based, 8:30–5pm
  
If you’re already in Adviser Support and want to join a stable, well-run firm with clear structure, this is worth a conversation.

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