Adviser Support Administrator

Job description

Adviser Support – Clevedon (Bristol)

£30,000–£35,000

Chartered IFA

Hybrid available once settled

Join 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)

It’s 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 isn’t entry-level admin.

You’ll be responsible for:

• Preparing client documentation (LOAs, agreements, case paperwork)
• New business processing & review prep
• Complex case implementation
• Maintaining Intelligent Office & Office 365 records
• Managing client / provider communication
• Accurate, compliant record keeping

Attention to detail is critical. A lot of the client base is later life planning, so cases can be sensitive and technical.

They’re looking for someone dependable, organised and comfortable working within established systems.

Package:

£30,000-£35,000 DOE

20 days + bank holidays (rising to 25)

Hybrid (3 days in office)

Christmas closure (not deducted)

Funded professional qualifications

Pension, DIS, PHI

Office-based, 8:30–5pm

If you’re already in Adviser Support and want to join a stable, well-run firm with clear structure, this is worth a conversation.

Extra information

Status

Open

Education Level

Secondary School

Location

Clevedon

Type of Contract

Full-time jobs

Published at

19-03-2026

Profession type

Accountancy

Full UK/EU driving license preferred

No

Car Preferred

No

Must be eligible to work in the EU

No

Cover Letter Required

No

Languages

English