IFA Administrator 

Bristol (central office opening December 2025)
Full-Time, permanent | Salary £28,000-£30,000 DOE
£1200 Annual bonus !!

About Us

We are an employee-owned wealth management firm with a strong track record of internal progression and a supportive, collaborative culture. As we expand into Bristol, we’re looking for an Administrator to play a key role in supporting our adviser and ensuring an excellent client experience from day one.

The Role

• Manage client records and documentation
• Liaise with providers and clients to progress cases smoothly
• Support advisers with meeting prep and follow-up
• Keep processes FCA-compliant and the office running smoothly

What we offer:

• Salary c. £28,000 DOE + £1,200 annual tax-free bonus
• 11% employer pension contribution
• Employee ownership scheme (profit share + proceeds if company sold)
• 25 days holiday + bank holidays
• Study support for qualifications & clear career progression

Be part of a growing Bristol team (2–3 initially, expanding to 4 by 2026) within a medium-sized, employee-owned firm known for its supportive culture and internal promotions.

If this role isn’t quite the right fit, we’d still like to hear from you. We often have opportunities across administration, paraplanning, and adviser support, and we’ll be happy to discuss roles that align with your skills.