Adviser Support Administrator

Job Description Adviser Support Clevedon (Bristol)30,00035,000Chartered IFAHybrid available once settledJoin 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)Its structured and collaborative. Everyone knows their lane.Ideals:Minimum 2 years experience in an IFA or similar regulated environment. You must understand products, terminology and processes. This isnt entry-level admin.Youll be responsible for:Preparing client documentation (LOAs, agreements, case paperwork)New business processing & review prepComplex case implementationMaintaining Intelligent Office & Office 365 recordsManaging client / provider communicationAccurate, compliant record keepingAttention to detail is critical. A lot of the client base is later life planning, so cases can be sensitive and technical.Theyre looking for someone dependable, organised and comfortable working within established systems.Package:30,000-35,000 DOE20 days + bank holidays (rising to 25)Hybrid (3 days in office)Christmas closure (not deducted)Funded professional qualificationsPension, DIS, PHIOffice-based, 8:305pmIf youre already in Adviser Support and want to join a stable, well-run firm with clear structure, this is worth a conversation.

Created: 2026-03-07