Senior IFA Administrator & Team Manager – Hybrid (Bristol)

About the role

We are seeking an experienced IFA Administrator to step into a senior leadership position while remaining hands‑on with clients and financial planners. Based in our Bristol office, the role combines high‑level administrative support with team management in a hybrid working environment.

Key responsibilities

• Provide comprehensive administrative support to the Financial Planning Director and a Trainee Financial Planner, including preparation of client meeting packs and documentation.
• Arrange client meetings, manage adviser diaries and liaise with clients and providers to progress new and existing business.
• Process Letters of Authority, obtain information from providers and maintain accurate client records using the firm’s CRM and workflow systems.
• Manage cases from inception to completion, ensuring compliance with FCA requirements and an outstanding client experience.
• Mentor, coach and develop a Junior Administrator, allocate workloads and act as the technical escalation point for the administration team, including regional colleagues.
• Identify and implement process improvements across the administration function.

Required profile

• Minimum four years’ experience as a Financial Administrator within a financial planning or wealth‑management environment.
• Proven experience supervising, mentoring or coaching junior team members.
• Good knowledge of pensions, investments and broader wealth‑management products.
• Strong understanding of the full financial advice process, from enquiry through implementation and ongoing service.
• Excellent organisational skills with a high level of attention to detail.
• Confident communicator with a collaborative, proactive approach.
• Level 4 Diploma welcomed; full study support is available.

Required skills

• Proficiency with CRM systems.
• Experience using workflow management systems.

What we offer

• Salary up to £50,000 per annum.
• Performance‑related bonus.
• Excellent benefits package.
• Hybrid working model.
• Study support to achieve a Level 4 Diploma.