Financial Planning Administrator
Bristol (Wealth Management)
Hybrid
Are you passionate about client-centric financial planning support and ready to build your career within a respected wealth management environment in Bristol?
The Role
Youll be a key member of the advice delivery team – working closely with financial planners and paraplanners to deliver an outstanding client experience. Responsibilities will include coordinating new business and review workflows, managing client documentation and provider interactions, maintaining up-to-date records and correspondence, and helping ensure all regulatory and compliance steps are followed. Youll work in a supportive team with a clear path for professional development.
What Were Looking For
* Previous experience (ideally 1-3 years) in financial services, preferably within financial planning or wealth management operations.
* Strong organisational skills, excellent attention to detail and high standards of documentation.
* Confident communicator, able to build rapport with clients, advisers and providers.
* Comfortable using CRM/back-office systems, producing letters/forms, managing logs and chasing actions to conclusion.
* A desire for progression, and the mindset to contribute to a team delivering high-quality advice and client service.
Whats On Offer
* Hybrid working
* Competitive salary complemented by benefits including pension, professional development support and the opportunity to enhance your career in financial planning.
* Join a culture focused on supporting clients for the long term, building trusted relationships and doing right by people.
If youre ready for the next step in your client-services or advice-support career in wealth management, send your CV or connect with me directly for an informal chat.