Financial Planning Administrator Location: Bristol Contract: Permanent Salary: £28,000 - £32,000 per annum Start Date: Flexible Contact: (url removed) Job Description 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. Lia...