Senior IFA Administrator and Team Manager - Bristol, Hybrid, to £50,000 + Bonus + Excellen

Are you an experienced IFA Administrator looking to take the next step into a leadership role while remaining hands-on with clients and Financial Planners?An excellent opportunity has arisen for an IFA Administrator to join a highly regarded financial planning firm as a Senior IFA Administrator and Team Manager in their Bristol office.Our client is a well-established wealth management firm with an excellent reputation for delivering high-quality financial planning advice. They''re looking for an experienced IFA Administrator to provide high-level administrative support to the Director of Financial Planning and 1 Trainee Financial Planner, as well as mentor and support 1 Junior Administrator. You will also act as the escalation point and support other Junior Administrators, some of which are based in other regional offices.This is a varied role combining hands-on financial planning administration with team leadership, and suitable for someone who has strong experience within Financial Planning, mentoring junior team members, and looking to take that next step in their career.The Role:Provide comprehensive administrative support to the Financial Planning Director and 1 Trainee Financial Planner.Prepare client meeting packs and all associated documentation. Arrange client meetings and manage adviser diaries. Liaise with clients and providers to progress new and existing business. Process Letters of Authority and obtain information from providers. Maintain accurate client ..... full job details .....