Service Care Solutions are recruiting on behalf of an established Independent Financial Adviser firm based in Bristol for a Financial Planning Administrator. The firm specialises in supporting retiree clients and is led by a Chartered Financial Planner with over 20 years experience.
This role would suit someone with 1–2 years experience in financial services administration, ideally within an IFA environment, who enjoys working in a small, values-driven team with a strong focus on family, community, and client care.
Key Responsibilities
* Maintain accurate and up-to-date client records.
* Prepare client files in advance of adviser meetings.
* Manage Letters of Authority (LOA) requests and processing.
* Act as a key point of contact between clients and providers.
* Ensure money laundering checks are completed in line with regulations.
* Process application forms and client cheques.
* Keep clients informed of progress and issue documentation promptly.
* Carry out monthly policy valuation updates on the client database.
* Produce accurate valuation and progress reports.
* Act as first point of contact for administration-related client queries.
* Conduct post-meeting debriefs with the adviser, ensuring records are updated.
* Liaise with external legal associates to support estate planning documentation.
Candidate Criteria
* Previous experience working within an IFA firm.
* 1–2 years experience in financial services administration.
* Excellent verbal and written communication skills with a professional telephone manner.
* Strong organisational and planning skills with the ability to prioritise workload.
* High attention to detail and accuracy.
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