Reed
IFA Support Administrator – Bristol (Hybrid Working)
Location: Devizes (with hybrid working available after settling-in period)
Salary: Up to £31,000 depending on experience
Employment Type: Full-time, Permanent
About the Role
We are looking for a highly organised, detail-focused IFA Support Administrator to join our team in Devizes. This role is perfect for someone who thrives in a structured environment, enjoys supporting both clients and internal teams, and is committed to delivering exceptional service within a financial planning or wealth management setting.
Working closely with our advisers, operations team and investment specialists, you will play a key role in ensuring the smooth running of the business. Once fully trained, the role offers hybrid working flexibility.
Key Responsibilities
Client Administration
- Submit new business applications and manage accurate client records
- Maintain and upload client documentation across internal systems and platforms
- Keep CRM systems updated with complete and accurate information
- Prepare documentation and packs for client meetings
Client Support
- Liaise with clients to gather required information and documentation
- Conduct fact-finds and collect relevant financial details
- Provide administrative support to assist with client queries and requests
Investment Operations Support
- Assist the investment team with a range of operational tasks including:
- Processing fund withdrawals
- Supporting fund switches and portfolio changes
- Handling bulk or mass investment transactions
- Ensure investment instructions are processed accurately and on time
Compliance & Business Support
- Provide administrative support to compliance activities
- Maintain regulatory documentation and internal records
- Support wider business operations and contribute to improving internal processes
Skills & Experience Required
- Strong organisational and administrative skills
- Excellent attention to detail and accuracy
- Confident communicator with the ability to support client interactions
- Ability to prioritise multiple tasks in a fast-paced environment
- Comfortable using CRM systems and financial platforms
- Experience within financial services, wealth management or an IFA environment (desirable)
Why Join Us?
- Competitive salary up to £31,000
- Opportunity to develop within a growing and supportive financial services business
- Hybrid working available after initial settling-in period
- Collaborative and friendly team culture
To apply for this job please visit www.reed.co.uk.
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