Ifa Administrator

Position: Ifa Administrator (Permanent)
IFA Administrator job now available in central Bristol for an experienced, numerically minded professional from a financial planning or group risk background

This is an excellent opportunity for an established IFA Administrator who enjoys working with data, spreadsheets and structured processes, and is looking to take on a varied role supporting both employee benefits and wider IFA administration. Based in a growing central Bristol team, you will provide essential back office support to ensure smooth service delivery across a range of benefit schemes and financial planning work.

In this role, you will take responsibility for the day-to-day administration of group life and group income protection schemes, helping maintain accurate data, documentation and renewals. You will also support group pension activity, including salary exchange exercises and annuity related tasks. Alongside this, you will provide general administrative support to two Advisers, helping manage client information, prepare documentation and coordinate processes.

For someone who enjoys working with numbers, Excel and structured data, this position offers plenty of variety and the chance to build broader experience. Candidates with group risk or employee benefits experience will be well suited, though strong IFA Administrators with the ability to learn quickly are also encouraged to apply.

This is a full time, office-based role in central Bristol with a collaborative team who value flexibility, involvement and a willingness to support each other.

IFA Administrator Requirements
Essential

• Strong Excel capability and confident numeracy

• Experience with in an IFA, financial planning or employee benefits environment

• Comfortable handling data and structured processes

• Ability to support multiple Advisers and adapt within a small team
Desirable

• Previous experience in group life, group income protection or group pensions

The Company
A well respected financial services firm offering both financial planning and employee benefits support, known for its friendly, close knit team culture and strong client relationships.

IFA Administrator Benefits

• Salary circa £30,000 to £35,000

• Full time, office based in the Bristol office

• Flexible start / finish time if desired

Location
Central Bristol, suitable for individuals living in or able to commute to the area.

If this Employee Benefits Administrator role sounds like the right fit for you, we encourage you to apply today.

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