Financial Planning Administrator

Financial Planning Administrator | Bristol | Up to 32k

A respected and growing independent financial advisory firm based in Bristol is looking to recruit a Financial Planning Administrator to join their team.

This is a great opportunity for someone with 1–2 years’ experience in financial services administration, ideally within an IFA environment. You’ll be joining a small, collaborative team where you’ll play a key role in supporting advisers and delivering a high standard of service to clients.

Make your application after reading the following skill and qualification requirements for this position.

Key Responsibilities:

• Maintain accurate client records and prepare files for meetings
• Manage provider correspondence, including letters of authority
• Act as a key contact for clients and providers
• Process applications, payments, and ensure compliance checks (AML)
• Produce valuations, reports, and keep clients updated
• Support advisers with post-meeting administration and follow-ups
• Liaise with third parties, including legal professionals

Skills & Experience (Essential):

• Previous experience in a financial services or IFA administration role
• Strong written and verbal communication skills
• Excellent organisational and time management abilities
• High attention to detail and accuracy
• Self-motivated with the ability to work independently
• Good IT skills and ability to learn new systems
• Team-oriented with a positive attitude
• Understanding of the financial planning process

Desirable:

• Experience with back-office systems
• Working towards Level 4 Diploma in Financial Planning
• Relevant financial services qualifications (e.g. CF1)

What’s on Offer:

• Salary: £28,000 – £32,000 (depending on experience)
• Bonus structure
• Exam/study support
• Full-time (35 hours per week)
• Part-time (4 days per week) considered
• Hybrid working available post-probation
• Supportive and friendly team environment

This is an excellent opportunity for a Administrator looking to join a professional and supportive firm with a strong reputation in the market. xwzovoh

Apply now for further details.