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 and review prep Complex case implementation Maintaining Intelligent Office and 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. ..... full job details .....