IFA Administrator - Hybrid Working

mbf.; West of England; Hybrid; GBP 32,000 - 39,000; Full time

Benefits offered by this job

Strong holiday entitlement

Birthday off

Additional annual leave

Pension contributions

Private medical insurance

Life assurance x4

Income protection

Professional exams support

Job summary

mbf. is recruiting an experienced IFA Administrator to join the team in Bristol. You will provide high-quality administrative support across the financial advice process, ensuring new business and ongoing client servicing are processed accurately and efficiently.

The role offers hybrid working with at least two days in the office, with extensive training and support for professional exams, plus a comprehensive benefits package including private medical insurance and life cover.

Qualifications

• Experience in IFA, wealth management or financial planning.
• Experience with new business processing and provider platforms.
• Strong attention to detail and organisational skills.

Responsibilities

• Support Financial Advisers and Paraplanners with client meeting preparation.
• Prepare client reports, review packs and supporting documentation.
• Process new and top-up business via provider platforms.
• Process fund switches, purchases, sales and income withdrawal requests.
• Handle Letters of Authority and client instructions.
• Support investment and pension administration and liaise with clients and providers.
• Collaborate with the administration team to ensure smooth office operations.

Skills

Client meetings

Reports preparation

Provider platforms

Fund switches

Letters of Authority

Investment administration

Pension administration

Client comms

Tools

Intelliflo Office

Job description

We are working with one of the UK's fastest-growing independent financial planning and wealth management groups to recruit an experienced IFA Administrator to join their team in Bristol.

This is an exciting time to join the business. Having grown significantly through a combination of organic growth and strategic acquisitions, the organisation now operates on a truly national scale whilst retaining its close-knit team structure.

This is an excellent opportunity to join a professional, collaborative and forward-thinking organisation that places a strong emphasis on client service, teamwork and the development of its people. You will be joining a small, supportive administration team while also working closely with Financial Advisers, Paraplanners and colleagues across the wider business.

The Role

The successful candidate will provide high-quality administrative support throughout the financial advice process, helping to ensure new business and ongoing client servicing are processed accurately and efficiently.

Key responsibilities will include:

• Supporting Financial Advisers and Paraplanners with client meeting preparation
• Preparing client reports, review packs and supporting documentation
• Processing new and top-up business through provider platforms
• Processing fund switches, purchases, sales and income withdrawal requests
• Handling Letters of Authority and other client instructions
• Supporting investment and pension administration
• Liaising with clients, providers and other professional contacts by telephone and email
• Supporting the wider administration team and contributing to the smooth running of the office

About You

The ideal candidate will have previous experience working within IFA, wealth management or financial planning, with experience of new business processing and provider platforms.

Experience using Intelliflo Office / Intelligent Office would be advantageous, although candidates with strong financial services administration experience and a willingness to learn new systems will also be considered.

You will need to demonstrate excellent attention to detail, strong organisational skills and the ability to manage and prioritise your workload effectively. A professional, client-focused approach and the ability to work collaboratively within a team are also essential.

Package

• Salary up to £35,000
• Hybrid working - minimum 2 day a week in the office
• Strong holiday entitlement + birthday off
• Opportunity to purchase additional annual leave
• Good pension contributions
• Private medical insurance
• Life assurance x4
• Income protection
• Full support with professional exams and relevant training
• A number of additional company benefits

This is a fantastic opportunity for an experienced Financial Services Administrator looking to join a successful business that offers excellent long-term career prospects, professional development and a comprehensive benefits package.