IFA Administrator - Bristol - Ascot Lloyd in Bristol - eFinancialCareers

Location: Bristol [hybrid 3 days per week]

Reports to: Client Services and Operations Manager

SMCR Function: Certified Role

About Ascot Lloyd

Ascot Lloyd is one of the UK's leading independent wealth management firms, proudly serving over 22,000 clients with a commitment to excellence. Backed by Nordic Capital, we are at the forefront of transforming the wealth management landscape. Our strategy focuses on three core pillars: delivering expert financial advice, providing exceptional client service, and leveraging innovative technology to make wealth management easier and more accessible.

If you're passionate about driving change in a dynamic, independent organisation and want to help shape the future of wealth management, Ascot Lloyd is the place for you.

What's on Offer at Ascot Lloyd?

Skills Accelerator:

Join one of the UK's fastest-growing national firms. Work autonomously, strive for excellence, and build your career in a high-growth environment.

Support to Succeed:

Investing in you is our priority. We offer long-term personal and professional development through our Learning and Development Portal, tailored training plans, support for professional memberships, and study leave.

Benefits:

Enjoy a competitive corporate pension, private medical insurance, life assurance, critical illness cover, electric car salary sacrifice, paid time off for celebrations and volunteering, discounted Ascot Lloyd financial advice, and enhanced parental leave-alongside fun perks that help you thrive inside and outside work.

Recognition:

We offer performance bonuses, long-term incentives, and recognition awards for length of service and values-driven contributions. We're proud to make a positive impact through our ESG commitments-from volunteer days and charity partnerships to employee sponsorship funds and team activities.

What Does Administration Look Like at Ascot Lloyd?

We are seeking a proactive and detail-oriented IFA Administrator to provide comprehensive pre-and post-sales support to our Financial Advisers. Your role will be pivotal in ensuring accurate and timely processing of client documentation and ensuring clients receive exceptional service in line with our values and regulatory standards.

We are on a journey to transform Ascot Lloyd so are looking for an individual who can both manage their day-to-day role, assigned to advisers and clients but can also help in the automation and digitisation of our reporting and processes.

Your Impact on Our Clientele:

• Make your mark by delivering timely solutions to service requests and producing accurate, high-quality client reports.
• Transform lives by supporting a holistic financial advice process that helps clients achieve their goals.
• Build lasting partnerships by adapting processes and solutions to meet evolving client needs.
• Spark collaboration by working closely with Financial Advisers to refine recommendations and support exceptional client outcomes.
• Drive excellence by owning administrative workflows, identifying opportunities for efficiency, and contributing to a fast-changing business environment.

Purpose of the Role

We are seeking a proactive and detail-oriented IFA Administrator to provide comprehensive pre- and post-sales support to our Financial Advisers. You will play a pivotal role in processing client documentation accurately and efficiently while ensuring our clients receive service aligned with our values and regulatory standards.

As Ascot Lloyd continues its transformation journey, this role is ideal for someone who can balance daily responsibilities supporting advisers and clients, while also helping drive automation and digitisation across our processes and reporting.

Key Responsibilities

• Client Support: Handle client documentation and requests efficiently, ensuring accuracy and outstanding service.
• Process Management: Manage processes for advisers and clients, supporting automation and continuous improvement.
• Meeting Preparation: Prepare detailed client meeting packs including valuations, agreements, fact finds, and risk profiles.
• Documentation Management: Issue client documents to relevant parties, manage letters of authority, and update client records.
• Issue Management: Respond promptly to enquiries from clients, advisers, colleagues, and providers via telephone, email, and written communications.
• Data Management: Maintain accurate client records within Intelliflo Office, ensuring all personal and policy details are correct.
• Project Participation: Contribute to projects related to Intelliflo Office, platforms/providers, the Investment Committee, and new business initiatives.

What You'll Bring to the Position

• A motivated individual who thrives in a dynamic Client Operations team.
• A client-first mindset with a commitment to delivering the highest standards of service.
• A proactive problem solver with a passion for improvement and positive change.

Competencies

• Excellent client service skills
• Strong written and verbal communication
• Change-oriented with a growth mindset
• Exceptional attention to detail and ability to manage multiple priorities