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Accounting & Finance Business Administration Office Administrator/ Coordinator

IFA Administrator – Client Operations & Automation

Job in Portishead, Somerset County, BS20, England, UK
Listing for: Ascot Lloyd
Full Time, Contract position
Listed on 2026-02-28
Job specializations:
  • Finance & Banking
    Accounting & Finance, Business Administration, Office Administrator/ Coordinator
  • Administrative/Clerical
    Business Administration, Office Administrator/ Coordinator
Salary/Wage Range or Industry Benchmark: 60000 - 80000 GBP Yearly GBP 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A leading wealth management firm in Portishead seeks an IFA Administrator for comprehensive support to Financial Advisers. This full-time role emphasizes client service, documentation handling, and process management, ensuring timely and accurate client interactions. Ideal candidates will demonstrate excellent client service skills, strong communication abilities, and a willingness to drive innovation. The position is a 12-month fixed-term contract with a commitment to developing a culture of responsibility and integrity.
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