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.
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
* Experience with back‑office systems
* Working towards Level 4 Diploma in Financial Planning
What’s on Offer
* Bonus structure
* Exam/study support
* Full‑time (35 hours per week)
* 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.
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