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IFA Adviser Support

Job Posted: 9 days ago

Salary: £ 33,000 - 33,000 / Annum
Job Type: Permanent
Location: Bristol

Expire in: 19 days

Job Description

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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