Dyrham
IFA Administrator – South Gloucstershire
Location: Near Bath / Bristol
Salary: Up to £40,000 DOE
Benefits: 25 days holiday + BH, discretionary bonus, pension, DIS x4, PMI, PHI
Hours: Full-time, office-based (with up to 2 non-contractual WFH days)
About the Company
Join a growing, independent financial planning firm with a strong family culture and a reputation for high staff retention. We manage over £1.5BN AUM and work with HNW clients including business owners, farmers, and professionals. Our ethos is simple: open, transparent, and supportive – with a commitment to career development and exam sponsorship for those looking to progress into paraplanning or advising.
The Role
We are looking for an IFA Administrator to join our office just outside Bristol, based on a beautiful countryside estate. This is a growth role supporting two advisers and offers excellent long-term prospects for someone who wants to develop their career in financial services.
Key Responsibilities:
- Prepare annual review packs and assist with suitability reports
- Liaise with providers and clients regarding pensions, investments, life cover, and employee benefits
- Process new business applications and monitor progress
- Update and maintain client records on Intelliflo (IO)
- Manage adviser fees and commission entries
- Handle fund switches and policy amendments
- General admin duties including filing, scanning, and diary management
What We’re Looking For
- Ideally 3+ years’ experience in IFA administration (open to varying levels)
- Strong organisational skills and attention to detail
- Ability to work independently and as part of a team
- Good knowledge of Microsoft Office; Intelliflo experience preferred
- Familiarity with platforms such as Abrdn Wrap, AJ Bell, James Hay, Brooks Macdonald, Aviva (beneficial but not essential)
- A proactive, can-do attitude and willingness to learn
- Must be a driver – public transport is not viable for this location
Why Join Us?
- Career Development: Full exam support and internal training
- Inclusive Environment: Admins are integral to the advice process
- Long-Term Stability: We value longevity and commitment – this is not a stepping-stone role
Interested?
Apply now to join a supportive, client-focused team where your contribution truly matters.